Plan Snapshot
- Plan Sponsor: Coulson Aviation (Usa), INC.
- Sponsor EIN: 931039466
- Sponsor Address: 1200 NW NAITO PARKWAY, PORTLAND, OR, 97209
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $10.1M
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 | 171 | $10.1M | $733,810 | $1.4M |
| 2023 | 112 | $7.0M | $540,350 | $1.0M |
| 2022 | 81 | $4.8M | $481,850 | $965,462 |
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 |
|---|---|---|---|---|
| TRINITY PENSION GROUP | Recordkeeper | $30,476 | — | $30,476 |
| IRON-CO-FID--COMPREHENSIVE | Investment Advisor | $22,848 | — | $22,848 |
| NATIONWIDE | Custodian / Trustee | $6,352 | — | $6,352 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,676
- Estimated Expense Ratio: 0.591% 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 | $30,146 | — | $30,146 | — | — |
| 2023 | $22,896 | — | $22,896 | — | — |
| 2022 | $25,515 | — | $25,515 | — | — |