Plan Ledger DOL Form 5500 · updated monthly

Select Investment and Management Co.ESOP

SELECT INVESTMENT AND MANAGEMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN · MERIDIAN, ID · plan year 2024

Employer contribution per participant · 2024
$1,137

Select Investment and Management Co.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $14,695,162 across 109 participant accounts, with employer contributions averaging $1,137 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 127th-largest of 349 plans among Idaho employers on file, and the 412th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$14,695,162
Participants with balances109
Active participants111
Employer contributions$126,202
Employee contributions—
Employer contribution per active participant$1,137
Average account balance$134,818
Benefits paid to participants$13,710
Plan auditUnmodified (clean) audit opinion
AuditorGROW RASMUSSEN
Plan history2
Yearassets · accounts · employer contribution
2024$14.7M · 109 accts · $126K emplr
2023$13.6M · 100 accts · $113K emplr
Employer contributions to the Select Investment and Management Co. plan · 2024
Employer contribution per active participant$1,137
Median for plans this size$2,416
2024$1,137 per active participant
2023$1,126 per active participant

Select Investment and Management Co.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history2
2024Not separately reported
2023Not separately reported
All plans at this employer2
SELECT INVESTMENTS, INC. RETIREMENT PLAN401(k)
SELECT INVESTMENT AND MANAGEMENT CO. EMPLOYEE STOCK OWNERSHIP PLANESOP
Similar plansAccommodation & Food Services · Idaho
Thomas Management, LLC ID$26.8M · 0.63%
Irongate Waikiki LLC HI$14.9M · 0.04%
Woodside Hotel Group LTD. CA$14.8M · 0.31%
Dicks Drive-Ins LTD., LP WA$14.7M · 0.53%
Union League Club IL$14.6M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870537386 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.