Plan Snapshot
- Plan Sponsor: Eagles Routes LLC
- Sponsor EIN: 844825790
- Sponsor Address: 2175 NW RALEIGH ST SUITE 110, PORTLAND, OR, 97210
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $486,430
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 | 104 | $486,430 | $61,340 | $160,463 |
| 2023 | 160 | $255,041 | $68,064 | $147,225 |
| 2022 | 173 | $31,305 | $10,804 | $21,002 |
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 |
|---|---|---|---|---|
| HOFFMAN, STEWART & SCHMIDT, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOFFMAN, STEWART & SCHMIDT, P.C. — 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 | $1,807 | $1,807 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $1 | $1 | — | — | — |