How big is Idaho Timber, LLC's plan?

Idaho Timber, LLC's plan reported $17.0M in assets and 211 participants for 2024.

Original filing (PDF)20250916174546NAL0005634370001

Idaho Timber, LLC

Name: Idaho Timber, LLC — Idaho Timber 401(k) Plan, Form 5500 (2024)
Creator: Idaho Timber, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Idaho Timber 401(k) Plan

401(k) retirement plan · Idaho Timber, LLC's Idaho Timber 401(k) Plan held $17.0M in plan assets for 211 participants in 2024, with Empower as recordkeeper.

Signals · 2

30% in single holdingCorrective distributions issued

Active participants

211

Accounts w/ balance

287

Plan assets (EOY)

$17.0M

Net assets (EOY)

$17.0M

People on this filing

ASH Cockcroft signed Idaho Timber, LLC's 2024 Form 5500 as plan administrator.

ASH Cockcroft — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Idaho Timber, LLC's EIN is 82-0347870.

EIN 82-0347870

Plan number 001

Plan year 2024

ACK ID 20250916174546NAL0005634370001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Idaho Timber, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Idaho Timber, LLC's plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IDAHO TIMBER, LLC.

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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

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (14th percentile).
Bottom-decile employer contributions per participant (8th percentile).

Plan sponsor

Name

IDAHO TIMBER, LLC

EIN

all filings

Address

3540 E. LONGWING LANE, SUITE 270 · MERIDIAN, ID · 83646

Phone

(208) 377-3000

Industry

Manufacturing

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS. CO OF AMERICA	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	84-1532243	GREENWOOD VILLAGE, CO	INVESTMENT MANAGER	$62K	—

Investments

33 direct securities· $17.0M(100% of reported assets)

Mutual Funds

$9.1M

24 holdings

Common Collective Trusts

$6.0M

3 holdings

Stable Value

$1.5M

1 holding

Other securities

$528K

5 holdings

					% of plan
VANGUARD 500 INDEX ADMIRAL Mutual Fund N/A	Common Collective Trusts	—	—	$5.1M	29.8%
VANGUARD TOTAL BOND MARKET INDEX ADMIRAL Mutual Fund N/A	Mutual Funds	—	—	$2.8M	16.2%
VANGUARD TOTAL INTL STOCK INDEX ADMIRAL Mutual Fund N/A	Mutual Funds	—	—	$1.7M	9.9%
EMPOWER ANNUITY INSURANCE CO. OF AMERICA Guaranteed investment contract N/A	Stable Value	—	—	$1.5M	8.6%
VANGUARD SMALL CAP INDEX ADM Mutual Fund N/A	Mutual Funds	—	—	$1.3M	7.4%
DFA WORLD EX US CORE EQUITY INSTL Mutual Fund N/A	Mutual Funds	—	—	$954K	5.6%
VANGUARD MID CAP INDEX FUND - ADMIRAL Mutual Fund N/A	Common Collective Trusts	—	—	$665K	3.9%
AMERICAN FUNDS GROWTH FUND OF AMER R3 Mutual Fund N/A	Mutual Funds	—	—	$509K	3.0%
METROPOLITAN WEST TOTAL RETURN BOND I Mutual Fund N/A	Other securities	—	—	$400K	2.3%
DFA US TARGETED VALUE I Mutual Fund N/A	Mutual Funds	—	—	$249K	1.5%
VANGUARD EMERGING MKTS STOCK IDX ADM Mutual Fund N/A	Common Collective Trusts	—	—	$238K	1.4%
DFA INTERNATIONAL SMALL CAP VALUE I Mutual Fund N/A 2 DFA US LARGE CAP VALUE I Mutual Fund N/A	Mutual Funds	—	—	$231K	1.4%
VANGUARD MID-CAP GROWTH INDEX ADMIRAL Mutual Fund N/A	Mutual Funds	—	—	$207K	1.2%
VANGUARD TARGET RETIREMENT 2025 INV Mutual Fund N/A	Mutual Funds	—	—	$192K	1.1%
PIMCO COMMODITY REAL RET STRAT INSTL Mutual Fund N/A	Mutual Funds	—	—	$184K	1.1%
VANGUARD TARGET RETIREMENT 2045 INV Mutual Fund N/A	Mutual Funds	—	—	$175K	1.0%
DFA EMERGING MARKETS CORE EQUITY I Mutual Fund N/A	Mutual Funds	—	—	$144K	0.8%
FRANKLIN RISING DIVIDENDS A Mutual Fund N/A	Mutual Funds	—	—	$141K	0.8%
FRANKLIN MUTUAL GLOBAL DISCOVERY A Mutual Fund N/A	Mutual Funds	—	—	$123K	0.7%
T. ROWE PRICE SMALL-CAP STOCK Mutual Fund N/A	Other securities	—	—	$71K	0.4%
DODGE & COX INTERNATIONAL STOCK Mutual Fund N/A	Mutual Funds	—	—	$61K	0.4%
JANUS HENDERSON MID CAP VALUE S Mutual Fund N/A	Mutual Funds	—	—	$55K	0.3%
FRANKLIN MUTUAL SHARES A Mutual Fund N/A	Mutual Funds	—	—	$52K	0.3%
HARBOR INTERNATIONAL ADMINISTRATIVE Mutual Fund N/A	Other securities	—	—	$44K	0.3%
VANGUARD TARGET RETIREMENT INCOME INV Mutual Fund N/A	Mutual Funds	—	—	$27K	0.2%
VANGUARD TARGET RETIREMENT 2040 INV Mutual Fund N/A	Mutual Funds	—	—	$27K	0.2%
VANGUARD TARGET RETIREMENT 2035 INV Mutual Fund N/A	Mutual Funds	—	—	$11K	<0.1%
VANGUARD INTERNATIONAL GROWTH ADM Mutual Fund N/A	Mutual Funds	—	—	$7K	<0.1%
HOTCHKIS AND WILEY SMALL CAP VALUE A Mutual Fund N/A	Other securities	—	—	$6K	<0.1%
T. ROWE PRICE INTERNATIONAL STOCK ADV Mutual Fund N/A	Other securities	—	—	$6K	<0.1%
VANGUARD TARGET RETIREMENT 2020 INV Mutual Fund N/A	Mutual Funds	—	—	$6K	<0.1%
DFA INTERNATIONAL CORE EQUITY I Mutual Fund N/A	Mutual Funds	—	—	$3K	<0.1%
VANGUARD TARGET RETIREMENT 2050 INV Mutual Fund N/A	Mutual Funds	—	—	$1K	<0.1%