Plan Snapshot
- Plan Sponsor: Bridgetown Natural Foods, LLC
- Sponsor EIN: 262845975
- Sponsor Address: 11601-A SE FOSTER ROAD, PORTLAND, OR, 972664013
- Plan Type: 401(k)
- Total Participants: 440
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 440 | $8.2M | $455,744 | $1.1M |
| 2023 | 368 | $6.1M | $412,886 | $944,244 |
| 2022 | 346 | $4.0M | $307,171 | $815,486 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL | FINANCIAL ADVISOR | $17,350 | — | $17,350 |
| PENSION PLAN SPECIALISTS, PC | TPA | $9,077 | — | $9,077 |
| DOUGALL CONRADIE LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL — FINANCIAL ADVISOR
- DOUGALL CONRADIE LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,427
- Estimated Expense Ratio: 0.324% of plan assets
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 | $49,857 | $17,350 | $29,007 | — | — |
| 2023 | $35,754 | $12,506 | $21,748 | — | — |
| 2022 | $29,700 | $8,999 | $20,701 | — | — |