Plan Snapshot
- Plan Sponsor: Cogdall Construction Company INC.
- Sponsor EIN: 930589156
- Sponsor Address: 14160 SW 72ND STREET, TIGARD, OR, 97224
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $10.4M
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 | 212 | $10.4M | $425,743 | $702,701 |
| 2023 | 193 | $9.3M | $409,746 | $659,939 |
| 2022 | 199 | $7.3M | $383,198 | $653,528 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $20,213 | — | $20,213 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,213
- Estimated Expense Ratio: 0.193% 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 | $88,984 | $30,577 | $17,343 | $20,213 | — |
| 2023 | $71,931 | $25,226 | — | $18,900 | — |
| 2022 | $66,895 | $43,548 | — | — | $23,347 |