Plan Snapshot
- Plan Sponsor: Doug Bean & Associates, INC.
- Sponsor EIN: 930949422
- Sponsor Address: PO BOX 2519, PORTLAND, OR, 97208
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $3.4M
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 | 15 | $3.4M | $19,363 | $60,150 |
| 2024 | 15 | $3.4M | $19,363 | $60,150 |
| 2023 | 11 | $3.2M | $30,000 | $54,849 |
| 2022 | 12 | $3.4M | $29,996 | $71,939 |