Plan Snapshot
- Plan Sponsor: Custom Decorators, INC.
- Sponsor EIN: 464526627
- Sponsor Address: 8100 SW NYBERG STREET, TUALATIN, OR, 97062
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 278
- Total Assets: $11.0M
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. |
|---|---|---|---|---|
| 2025 | 278 | $11.0M | $0 | $0 |
| 2024 | 211 | $9.7M | $228,265 | $564,238 |
| 2023 | 122 | $8.4M | $215,116 | $518,047 |
| 2022 | 135 | $6.7M | $232,776 | $511,223 |
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 |
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 |
|---|---|---|---|---|---|
| 2025 | $997,993 | $3,958 | — | — | — |
| 2024 | $5,667 | — | — | — | — |
| 2023 | $2,533 | $192 | — | — | — |
| 2022 | $2,623 | — | — | — | — |