Plan Snapshot
- Plan Sponsor: Carlson Testing, INC.
- Sponsor EIN: 930658577
- Sponsor Address: PO BOX 230997, TIGARD, OR, 97281
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $7.4M
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 | 95 | $7.4M | $125,360 | $406,988 |
| 2023 | 98 | $6.0M | $124,999 | $369,617 |
| 2022 | 93 | $4.5M | $125,000 | $316,057 |
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 |
|---|---|---|---|---|
| ADAMSBROWN, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADAMSBROWN, LLC — Auditor
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 | $6,265 | — | $3,050 | — | — |
| 2023 | $3,880 | — | $3,880 | — | — |
| 2022 | $2,900 | — | $2,900 | — | — |