Plan Snapshot
- Plan Sponsor: Dennis' Seven Dees Landscaping, INC
- Sponsor EIN: 930820720
- Sponsor Address: 7355 SE JOHNSON CREEK BLVD., PORTLAND, OR, 97206
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $16.2M
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 | 208 | $16.2M | $421,781 | $827,145 |
| 2023 | 202 | $13.6M | $395,922 | $769,338 |
| 2022 | 207 | $11.7M | $381,330 | $727,691 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $39,376 | — | $39,376 |
| HUMAN INVESTING | NONE | $23,691 | — | $23,691 |
| PATRICK BUZARELLOS KENDRICK, LLP | NONE | $11,000 | — | $11,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- HUMAN INVESTING — NONE
- PATRICK BUZARELLOS KENDRICK, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,067
- Estimated Expense Ratio: 0.457% 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 | $37,907 | $23,691 | $3,216 | $11,000 | — |
| 2023 | $32,868 | $20,225 | $2,518 | $10,125 | — |
| 2022 | $34,543 | — | $34,543 | — | — |