Plan Snapshot
- Plan Sponsor: Yanke Machine Shop INC. & Related Entities
- Sponsor EIN: 820187585
- Sponsor Address: 4414 S. GEKELER LANE, BOISE, ID, 837165240
- Plan Type: 401(k)
- Plan Number: 510
- Total Participants: 142
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 142 | $1.6M | $1.2M | $1,919 |
| 2023 | 159 | $2.6M | $2.3M | $9,640 |
| 2022 | 259 | $2.6M | $3.7M | $32,156 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BLUE CROSS OF IDAHO | Other Service Provider | $88,402 | — | $88,402 |
| THE PARTNERS GROUP CONSULTING | Other Service Provider | $74,260 | — | $74,260 |
| LEAVITT, CHRISTENSEN & CO., PLLC | Auditor | $11,750 | — | $11,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEAVITT, CHRISTENSEN & CO., PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $174,412
- Estimated Expense Ratio: 10.770% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $171,632 | — | $156,200 | $11,750 | — |
| 2023 | $217,956 | — | $203,614 | $11,450 | — |
| 2022 | $284,633 | — | — | — | $284,633 |