Original filing (PDF)20241014144851NAL0013475955001

IDAHO PACIFIC HOLDINGS

Name: IDAHO PACIFIC HOLDINGS — IDAHO PACIFIC HOLDINGS RETIREMENT SAVINGS PLAN, Form 5500 (2023)
Creator: IDAHO PACIFIC HOLDINGS

Form 5500

FILING_RECEIVED

IDAHO PACIFIC HOLDINGS RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

~76 bps in Sched C fees

Active participants

347

Accounts w/ balance

412

Plan assets (EOY)

$12.2M

Net assets (EOY)

$12.2M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IDAHO PACIFIC HOLDINGS.

Plan sponsor

Name

IDAHO PACIFIC HOLDINGS

EIN

43-1806118

Address

4723 EAST 100 NORTH · RIRIE, ID · 83443

Phone

(208) 538-6971

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$55K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING LLC	—	OVERLAND PARK, KS	INVESTMENT ADVISOR	$36K	—

Other

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $358K(3% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202	Common Collective Trust	$358K	2.9%

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