Plan Ledger DOL Form 5500 · updated monthly

The Terteling Company, Inc.401(k)

TERTELING EMPLOYEES' PROFIT SHARING AND THRIFT SAVINGS PLAN · BOISE, ID · plan year 2024

Reported admin expense ratio · 2024
0.18%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

The Terteling Company, Inc. reported $308,176 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $4,376 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.10% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 17th-largest of 349 plans among Idaho employers on file, and the 233rd of 5,215 in retail trade. In 2024, employees put in $1.96 for every $1.00 the employer contributed; active participation has grown from 1,211 to 1,403 since 2022.

Plan summary
Net assets, end of year$183,191,538
Participants with balances1,716
Active participants1,403
Employer contributions$6,139,563
Employee contributions$12,043,543
Employer contribution per active participant$4,376
Average account balance$106,755
Benefits paid to participants$20,172,011
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$183.2M · 1,716 accts · $6.1M emplr
2023$162.4M · 1,695 accts · $6.2M emplr
2022$136.7M · 1,592 accts · $5.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$661
Investment management$195,765
Audit (IQPA)$36,750
Total administrative$308,176
The The Terteling Company, Inc. 401(k) match · 2024
Employer contribution per active participant$4,376
Median for plans this size$3,635
2024$4,376 per active participant
2023$4,623 per active participant
2022$4,364 per active participant

The Terteling Company, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$194,688
CREATIVE PLANNING HOLDCO, LLC · Investment advisory (plan)$75,000
MOSS ADAMS LLP · Accounting / audit$36,750

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$308,176 · 0.18%
2023$209,623 · 0.14%
2022$143,289 · 0.10%
Same employer
Similar plansRetail Trade · Idaho
Winco Holdings, Inc. ID$5.0B · 0.00%
Norco, Inc. ID$196.2M
Melaleuca, Inc. ID$139.8M · 0.24%
Scentsy, Inc. ID$75.8M · 0.29%
Jacksons Food Stores, Inc. ID$50.7M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820180520 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.