Plan Snapshot
- Plan Sponsor: Anywhereworks, INC.
- Sponsor EIN: 931325706
- Sponsor Address: PO BOX, PORTLAND, OR, 97280
- Plan Type: 401(k)
- Total Participants: 760
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 760 | $7.2M | $529,669 | $800,403 |
| 2023 | 472 | $5.8M | $514,732 | $770,689 |
| 2022 | 414 | $4.2M | $391,637 | $578,551 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| KBF CPAS - AUDIT, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $71,259 | $2,458 | — | — | — |
| 2023 | $49,479 | $1,595 | — | — | — |
| 2022 | $41,355 | $831 | — | — | — |