Original filing (PDF)20251015095129NAL0004226561001

BANK OF IDAHO HOLDING COMPANY

Name: BANK OF IDAHO HOLDING COMPANY — BANK OF IDAHO 401(K) PLAN, Form 5500 (2024)
Creator: BANK OF IDAHO HOLDING COMPANY

Form 5500

FILING_RECEIVED

BANK OF IDAHO 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

200

Accounts w/ balance

214

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

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

Plan sponsor

Name

BANK OF IDAHO HOLDING COMPANY

EIN

82-0496760

Address

350 MEMORIAL DR. SUITE 200 · IDAHO FALLS, ID · 83402

Phone

(208) 528-9701

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

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)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ELLIOTT COVE CAPITAL MANAGEMENT	82-0579238	—	INVESTMENT ADVISORY	$21K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$26K	—

Investments

32 direct securities· $9.8M(99% of reported assets)

Other securities

$9.6M

30 holdings

Participant loans

$228K

1 holding

Common Stock

$22K

1 holding

					% of plan
Fidelity Investments Fidelity Total Market Index Fd	Other securities	—	—	$1.3M	13.2%
TIAA Investments Nuveen Large Cap Gr Indx R6	Other securities	—	—	$1.2M	11.6%
TIAA Investments Nuveen Lifecycl Index 2020 R6	Other securities	—	—	$972K	9.8%
TIAA Investments Nuveen Lifecycl Index 2035 R6	Other securities	—	—	$876K	8.8%
TIAA Investments Nuveen Lifecycl Index 2010 R6	Other securities	—	—	$728K	7.4%
TIAA Investments Nuveen Lifecycl Index 2040 R6	Other securities	—	—	$694K	7.0%
TIAA Investments Nuveen Lifecycl Index 2025 R6	Other securities	—	—	$428K	4.3%
Dimensional Fund Advisors DFA US Large Cap Value I Fd	Other securities	—	—	$408K	4.1%
TIAA Investments Nuveen Lifecycl Index 2045 R6	Other securities	—	—	$384K	3.9%
TIAA Investments Nuveen Lifecycl Index 2060 R6	Other securities	—	—	$341K	3.4%
TIAA Investments Nuveen Lifecycl Index 2050 R6	Other securities	—	—	$338K	3.4%
TIAA Investments Nuveen Lifecycl Index 2030 R6	Other securities	—	—	$247K	2.5%
Participant Loans	Participant loans	—	—	$228K	2.3%
Schwab Funds Schwab U.S. Mid-Cap Index Fd	Other securities	—	—	$226K	2.3%
TIAA Investments Nuveen Lifecycl Index 2055 R6	Other securities	—	—	$198K	2.0%
Dimensional Fund Advisors DFA US Vector Eq Prtf Inst Fd	Other securities	—	—	$162K	1.6%
Dimensional Fund Advisors DFA US Large Company I Fund	Other securities	—	—	$148K	1.5%
Dimensional Fund Advisors DFA US Targeted Value I Fund	Other securities	—	—	$141K	1.4%
Dimensional Fund Advisors DFA US Small Cap I Fund	Other securities	—	—	$131K	1.3%
Dimensional Fund Advisors DFA US SmCap Value I Fund	Other securities	—	—	$119K	1.2%
Fidelity Investments Fidelity S-Term Trea Bd Idx Fd	Other securities	—	—	$106K	1.1%
Dimensional Fund Advisors DFA Inv Grade Port Inst Fd	Other securities	—	—	$82K	0.8%
Dimensional Fund Advisors DFA Emerg Mkt Core Eqty I Fd	Other securities	—	—	$80K	0.8%
Dimensional Fund Advisors DFA Global 60/40 I Fund	Other securities	—	—	$74K	0.7%
Dimensional Fund Advisors DFA Intl Core Equity I Fd	Other securities	—	—	$58K	0.6%
Dimensional Fund Advisors DFA Global 25/75 I Fund	Other securities	—	—	$55K	0.6%
Dimensional Fund Advisors DFA Real Estate Secs I Fd	Other securities	—	—	$48K	0.5%
Dimensional Fund Advisors DFA Global Equity I Fund	Other securities	—	—	$31K	0.3%
Dimensional Fund Advisors DFA Five-Year Global Fxd I F	Other securities	—	—	$30K	0.3%
TIAA Investments Nuveen Lifecycl Indx Ret Inc R	Common Stock	—	—	$22K	0.2%
TIAA Investments Nuveen Lifecycl Index 2065 R6	Other securities	—	—	$14K	0.1%
Principal Life Insurance Company Principal Guaranteed Option	Other securities	—	—	$241	<0.1%