Plan Snapshot
- Plan Sponsor: Camp Fire Columbia
- Sponsor EIN: 930386901
- Sponsor Address: 319 SW WASHINGTON ST, SUITE 1200, PORTLAND, OR, 97204
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $1.1M
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 | 25 | $1.1M | $121,031 | $80,556 |
| 2023 | 98 | $982,308 | $140,576 | $104,430 |
| 2022 | 132 | $500,061 | $127,156 | $116,287 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $17,633 | — | $17,633 |
| PENSION PLAN SPECIALISTS PC | Recordkeeper | $5,140 | $72 | $5,212 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,845
- Estimated Expense Ratio: 2.125% 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 | $22,374 | — | $22,374 | — | — |
| 2023 | $18,393 | — | $18,393 | — | — |
| 2022 | — | — | — | — | — |