Plan Snapshot
- Plan Sponsor: Dr. Martens
- Sponsor EIN: 931227085
- Sponsor Address: 10 NORTHWEST 10TH AVE, PORTLAND, OR, 97209
- Plan Type: 401(k)
- Total Participants: 1,029
- Total Assets: $23.7M
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 | 1,029 | $23.7M | $1.3M | $2.3M |
| 2023 | 786 | $22.1M | $1.4M | $2.2M |
| 2022 | 613 | $17.8M | $1.2M | $2.0M |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | $44,195 | — | $44,195 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $16,138 | — | $16,138 |
| WORTHY & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WORTHY & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,333
- Estimated Expense Ratio: 0.254% 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 | $60,333 | $44,195 | — | — | — |
| 2023 | $58,131 | $38,018 | — | — | — |
| 2022 | $53,306 | — | — | — | — |