Plan Snapshot
- Plan Sponsor: Elephants Food Group INC.
- Sponsor EIN: 930734229
- Sponsor Address: 700 SE CLAY STREET, PORTLAND, OR, 97214
- Plan Type: 401(k)
- Total Participants: 286
- Total Assets: $4.9M
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 | 286 | $4.9M | $184,780 | $364,611 |
| 2023 | 329 | $4.4M | $185,300 | $371,643 |
| 2022 | 320 | $3.6M | $158,648 | $319,730 |
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 |
|---|---|---|---|---|
| DESCHUTES INVESTMENT CONSULTING | INVESTMENT/FINANCIAL ADVI | $16,223 | — | $16,223 |
| ADP, INC. | RECORD KEEPER | $15,849 | — | $15,849 |
| VERITY ACCOUNTANCY P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- VERITY ACCOUNTANCY P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,072
- Estimated Expense Ratio: 0.655% 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 | $32,073 | $25,707 | — | — | — |
| 2023 | $26,150 | $12,960 | — | — | — |
| 2022 | $27,085 | — | — | — | — |