Back to filter
Original filing (PDF)20250916174546NAL0005634370001
IDAHO TIMBER, LLC
Form 5500
FILING_RECEIVED
IDAHO TIMBER 401K PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
211
Accounts w/ balance
287
Plan assets (EOY)
$17.0M
Net assets (EOY)
$17.0M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
85
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "VANGUARD 500 INDEX ADMIRAL Mutual Fund N/A" is 30% of plan.
- 59 bps in Schedule C fees — 103% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IDAHO TIMBER, LLC.
Plan sponsor
Name
IDAHO TIMBER, LLC
EIN
82-0347870
Address
3540 E. LONGWING LANE, SUITE 270 · MERIDIAN, ID · 83646
Phone
(208) 377-3000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO OF AMERICA | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $62K | — |
| RATHBONE WARWICK INVESTMENT MGMT | 47-1056022 | EAGLE, ID | INVESTMENT ADVISOR | $34K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PINNACLE PENSION SERVICES, INC. | 82-0433443 | BOISE, ID | CONTRACT ADMINISTRATOR | $5K | — |
Investments
33 direct securities· $17.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL Mutual Fund N/A | — | — | — | $5.1M | 29.8% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL Mutual Fund N/A | — | — | — | $2.8M | 16.2% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL Mutual Fund N/A | — | — | — | $1.7M | 9.9% | |
| EMPOWER ANNUITY INSURANCE CO. OF AMERICA Guaranteed investment contract N/A | — | — | — | $1.5M | 8.6% | |
| VANGUARD SMALL CAP INDEX ADM Mutual Fund N/A | — | — | — | $1.3M | 7.4% | |
| DFA WORLD EX US CORE EQUITY INSTL Mutual Fund N/A | — | — | — | $954K | 5.6% | |
| VANGUARD MID CAP INDEX FUND - ADMIRAL Mutual Fund N/A | — | — | — | $665K | 3.9% | |
| AMERICAN FUNDS GROWTH FUND OF AMER R3 Mutual Fund N/A | — | — | — | $509K | 3.0% | |
| METROPOLITAN WEST TOTAL RETURN BOND I Mutual Fund N/A | — | — | — | $400K | 2.3% | |
| DFA US TARGETED VALUE I Mutual Fund N/A | — | — | — | $249K | 1.5% | |
| VANGUARD EMERGING MKTS STOCK IDX ADM Mutual Fund N/A | — | — | — | $238K | 1.4% | |
| DFA INTERNATIONAL SMALL CAP VALUE I Mutual Fund N/A 2 DFA US LARGE CAP VALUE I Mutual Fund N/A | — | — | — | $231K | 1.4% | |
| VANGUARD MID-CAP GROWTH INDEX ADMIRAL Mutual Fund N/A | — | — | — | $207K | 1.2% | |
| VANGUARD TARGET RETIREMENT 2025 INV Mutual Fund N/A | — | — | — | $192K | 1.1% | |
| PIMCO COMMODITY REAL RET STRAT INSTL Mutual Fund N/A | — | — | — | $184K | 1.1% | |
| VANGUARD TARGET RETIREMENT 2045 INV Mutual Fund N/A | — | — | — | $175K | 1.0% | |
| DFA EMERGING MARKETS CORE EQUITY I Mutual Fund N/A | — | — | — | $144K | 0.8% | |
| FRANKLIN RISING DIVIDENDS A Mutual Fund N/A | — | — | — | $141K | 0.8% | |
| FRANKLIN MUTUAL GLOBAL DISCOVERY A Mutual Fund N/A | — | — | — | $123K | 0.7% | |
| T. ROWE PRICE SMALL-CAP STOCK Mutual Fund N/A | — | — | — | $71K | 0.4% | |
| DODGE & COX INTERNATIONAL STOCK Mutual Fund N/A | — | — | — | $61K | 0.4% | |
| JANUS HENDERSON MID CAP VALUE S Mutual Fund N/A | — | — | — | $55K | 0.3% | |
| FRANKLIN MUTUAL SHARES A Mutual Fund N/A | — | — | — | $52K | 0.3% | |
| HARBOR INTERNATIONAL ADMINISTRATIVE Mutual Fund N/A | — | — | — | $44K | 0.3% | |
| VANGUARD TARGET RETIREMENT INCOME INV Mutual Fund N/A | — | — | — | $27K | 0.2% | |
| VANGUARD TARGET RETIREMENT 2040 INV Mutual Fund N/A | — | — | — | $27K | 0.2% | |
| VANGUARD TARGET RETIREMENT 2035 INV Mutual Fund N/A | — | — | — | $11K | <0.1% | |
| VANGUARD INTERNATIONAL GROWTH ADM Mutual Fund N/A | — | — | — | $7K | <0.1% | |
| HOTCHKIS AND WILEY SMALL CAP VALUE A Mutual Fund N/A | — | — | — | $6K | <0.1% | |
| T. ROWE PRICE INTERNATIONAL STOCK ADV Mutual Fund N/A | — | — | — | $6K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2020 INV Mutual Fund N/A | — | — | — | $6K | <0.1% | |
| DFA INTERNATIONAL CORE EQUITY I Mutual Fund N/A | — | — | — | $3K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2050 INV Mutual Fund N/A | — | — | — | $1K | <0.1% |
Related plans
Other plans using EMPOWER ADVISORY GROUP, LLC
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
TRINET HR III, INC.
TRINET 401(K) PLAN
$8.7B · 209,337 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Manufacturing plans
STRUCTURAL COMPONENT SYSTEMS, INC.
STRUCTURAL COMPONENT SYSTEMS, INC. PROFIT SHARING PLAN
$17.2M · 486 participants
KOUNTRY WOOD PRODUCTS, LLC
KOUNTRY WOOD PRODUCTS 401K PROFIT SHARING PLAN
$16.8M · 339 participants
MENZNER HARDWOODS CO.
MENZNER HARDWOODS CO. 401(K) PROFIT SHARING PLAN
$17.3M · 452 participants
MILLER HOLDINGS,INC
MILLER HOLDINGS, INC. 401(K) PLAN
$16.8M · 152 participants
WALZCRAFT INDUSTRIES, INC
WALZCRAFT INDUSTRIES, INC. 401(K) RETIREMENT PLAN
$16.7M · 207 participants
EDWARDS WOOD PRODUCTS
EDWARDS WOOD PRODUCTS, INC. 401(K) RETIREMENT PLAN
$16.5M · 413 participants
Large plans in Idaho
ALBERTSONS COMPANIES, INC.
ALBERTSONS COMPANIES MASTER TRUST
$8.0B
WINCO HOLDINGS, INC.
WINCO EMPLOYEE STOCK OWNERSHIP PLAN
$5.0B · 17,907 participants
MICRON TECHNOLOGY, INC.
MICRON TECHNOLOGY INC. RETIREMENT AT MICRON (RAM) PLAN
$3.7B · 9,878 participants
BATTELLE ENERGY ALLIANCE, LLC AND IDAHO ENVIRONMENTAL COALITION, LLC
IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN
$2.3B · 6,632 participants
BATTELLE ENERGY ALLIANCE, LLC
IDAHO NATIONAL LABORATORY EMPLOYEE RETIREMENT PLAN
$2.1B · 930 participants
J.R. SIMPLOT COMPANY
SIMPLOT RETIREMENT SAVINGS PLAN
$1.6B · 9,014 participants