Plan Snapshot
- Plan Sponsor: Certified Languages International, LLC
- Sponsor EIN: 931220817
- Sponsor Address: 4800 S. MACADAM AVENUE, SUITE 400, PORTLAND, OR, 97239
- Plan Type: 401(k)
- Total Participants: 238
- Total Assets: $7.6M
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 | 238 | $7.6M | $278,915 | $481,196 |
| 2023 | 217 | $6.0M | $253,282 | $448,647 |
| 2022 | 194 | $4.6M | $267,885 | $462,322 |
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 |
|---|---|---|---|---|
| PERKINS & COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PERKINS & COMPANY, P.C. — 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 | $4,360 | — | $4,360 | — | — |
| 2023 | $4,023 | — | $4,023 | — | — |
| 2022 | $4,112 | — | $4,112 | — | — |