Plan Snapshot
- Plan Sponsor: Celartem, INC. Dba Extensis
- Sponsor EIN: 911862805
- Sponsor Address: 6975 SW SANDBURG, TIGARD, OR, 97223
- Plan Type: 401(k)
- Total Participants: 66
- Total Assets: $19.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 66 | $19.0M | $165,649 | $891,708 |
| 2023 | 71 | $16.3M | $155,455 | $793,753 |
| 2022 | 73 | $15.5M | $181,616 | $791,004 |
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 |
|---|---|---|---|---|
| HOFFMAN, STEWART & SCHMIDT, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOFFMAN, STEWART & SCHMIDT, PC — 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 | $50,367 | $40,946 | $9,421 | — | — |
| 2023 | $58,264 | $56,939 | — | — | — |
| 2022 | $61,940 | — | $61,940 | — | — |