Plan Snapshot
- Plan Sponsor: Community Integrated Work Program, INC.
- Sponsor EIN: 770150999
- Sponsor Address: 2538 NE DIVISION ST, BEND, OR, 97703
- Plan Type: 401(k)
- Total Participants: 196
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 196 | $8.8M | $286,910 | $429,871 |
| 2023 | 321 | $7.4M | $213,027 | $317,367 |
| 2022 | 309 | $6.4M | $154,420 | $235,664 |
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 |
|---|---|---|---|---|
| DRITSAS GROOM MCCORMICK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DRITSAS GROOM MCCORMICK LLP — 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 | $10,035 | — | — | — | — |
| 2023 | $12,216 | — | — | — | — |
| 2022 | $11,231 | $2,019 | $5,650 | — | — |