Plan Snapshot
- Plan Sponsor: Dolan Northwest, LLC
- Sponsor EIN: 931210304
- Sponsor Address: 1919 NW 19TH AVENUE, PORTLAND, OR, 97209
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $22.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 199 | $22.5M | $0 | $820,813 |
| 2023 | 193 | $20.4M | $0 | $852,590 |
| 2022 | 246 | $17.9M | $79,345 | $875,996 |
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 |
|---|---|---|---|---|
| DELAP LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELAP 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 | $47,511 | $38,090 | $9,421 | — | — |
| 2023 | $50,041 | $36,568 | $13,473 | — | — |
| 2022 | $53,929 | — | $53,929 | — | — |