Plan Snapshot
- Plan Sponsor: Bullivant Houser Bailey PC
- Sponsor EIN: 931129534
- Sponsor Address: ONE SW COLUMBIA STREET, PORTLAND, OR, 972042089
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $64.7M
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 | 139 | $64.7M | $561,396 | $1.6M |
| 2023 | 147 | $71.0M | $580,425 | $1.6M |
| 2022 | 142 | $63.5M | $554,581 | $1.6M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $31,995 | — | $31,995 |
| HALL, MACGREGOR | Other Service Provider | $27,500 | — | $27,500 |
| MACGREGOR B, HALL | Other Service Provider | $7,500 | — | $7,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,995
- Estimated Expense Ratio: 0.103% 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 | $66,995 | $36,713 | — | — | — |
| 2023 | $75,810 | $31,624 | $12,900 | — | — |
| 2022 | $92,665 | $41,304 | — | — | — |