Filings through Sep 24, 2026.

Retirement plan

Idaho Steel Products, Inc. Profit Sharing 401(k) Retirement Savings Plan

Name: IDAHO STEEL PRODUCTS, INC. - IDAHO STEEL PRODUCTS, INC. PROFIT SHARING 401(K) RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: IDAHO STEEL PRODUCTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IDAHO STEEL PRODUCTS, INC. PROFIT SHARING 401(K) RETIREMENT SAVINGS PLAN, IDAHO STEEL PRODUCTS, INC.

Idaho Steel Products, Inc.EIN 82-0348615Plan #001PY 2024Filed Jul 14, 2025

255 E ANDERSON ST - IDAHO FALLS, ID 834012016208-522-1275idahomilkproducts.comLinkedIn51-200 employeesdairy

Prospect flagsHigh feesFund lineup: 18 funds, $20.5M

How to read this page

Total assets (EOY)

$20.7M

+6.0% from 2023

Total participants

181

+0.6% from 2023

Average account balance

$115,366

+3.1% from 2023

Annual return

13.24%

-2.49 pp from 2023

Benchmarks

See 4,106 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,106 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290	Contract Administrator	$56,547
CETERA ADVISOR NETWORKS LLC1 year Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176	Advisory (Plan)	$13,298
CETERA ADVISOR NETWORKS LLC6 years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799	Advisory (Plan)	$6,539

Fund lineup

CSV with Pro

18 funds of $250K or more; 26 lines in all, holding $20.5M of the plan's $20.7M. From the 2024 filing. Recordkeeper: Principal.

In collective trusts20%median 0% for plans of $5M to $50M (34,889 plans)

In index funds12%median 21% for plans of $5M to $50M (34,889 plans)

In the main target-date series20%median 35% for plans of $5M to $50M (34,889 plans)

Employer stockNo

Target-date series: Principal LifeTime, collective trust, 20% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund	Principal	Collective trust	$4.2M	20.3%
American Funds Growth Fund Of America R-6 Mutual fund Capital Group · Mutual fund	Capital Group	Mutual fund	$2.3M	11.2%
Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index	Charles Schwab	Mutual fund	$1.9M	9.1%
Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund	Principal	Stable value	$1.8M	8.6%
Principal Blue Chip Seperate Account Principal · Separate account Recordkeeper's own fund	Principal	Separate account	$1.6M	7.6%
Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund	Vanguard	Mutual fund	$1.5M	7.4%
Hood River Sm-Cp Growth Ret Fund Hood River · Mutual fund	Hood River	Mutual fund	$1.4M	7.0%
Fidelity Advisor International Small Cap Z Fund Fidelity (FMR) · Mutual fund	Fidelity (FMR)	Mutual fund	$1.3M	6.5%
BlackRock Health Science Ops K Fund BlackRock · Mutual fund	BlackRock	Mutual fund	$940K	4.6%
Legg Mason ClrBrige Slct IS Fd Franklin Templeton · Mutual fund	Franklin Templeton	Mutual fund	$827K	4.0%

See the other 16 lines in this lineup with Solo.

Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$57K

$374 / participant

Contract admin$57K100.0%

% of EOY assets

0.274%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: WIPFLI LLP
Auditor EIN: 390758449
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY10+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$56,547

CETERA ADVISOR NETWORKS LLC1 year

Filed as: CETERA INVESTMENT ADVISERS LLC

Service code 27 · EIN 36-3258176

Advisory (Plan)

$13,298

CETERA ADVISOR NETWORKS LLC6 years

Filed as: CETERA ADVISORS LLC

Service code 27 · EIN 84-0858799

Advisory (Plan)

$6,539

Fund

Dollars

% of funds%

Principal LifeTime

Principal · Collective trust

Target-date, 13 vintagesRecordkeeper's own fund

$4.2M

20.3%

American Funds Growth Fund Of America R-6 Mutual fund

Capital Group · Mutual fund

$2.3M

11.2%

Schwab S&P 500 Index Fund

Charles Schwab · Mutual fund

Index

$1.9M

9.1%

Principal Stable Value Z Fund

Principal · Stable value

Stable valueRecordkeeper's own fund

$1.8M

8.6%

Principal Blue Chip Seperate Account

Principal · Separate account

Recordkeeper's own fund

$1.6M

7.6%

Vanguard Equity Income Fund Admiral Shares

Vanguard · Mutual fund

$1.5M

7.4%

Hood River Sm-Cp Growth Ret Fund

Hood River · Mutual fund

$1.4M

7.0%

Fidelity Advisor International Small Cap Z Fund

Fidelity (FMR) · Mutual fund

$1.3M

6.5%

BlackRock Health Science Ops K Fund

BlackRock · Mutual fund

$940K

4.6%

Legg Mason ClrBrige Slct IS Fd

Franklin Templeton · Mutual fund

$827K

4.0%

Idaho Steel Products, Inc. Profit Sharing 401(k) Retirement Savings Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Idaho Steel Products, Inc. Profit Sharing 401(k) Retirement Savings Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion