Plan Snapshot
- Plan Sponsor: Exterro, INC.
- Sponsor EIN: 931306007
- Sponsor Address: 2175 NW RALEIGH ST SUITE 110, PORTLAND, OR, 97210
- Plan Type: 401(k)
- Total Participants: 230
- Total Assets: $26.1M
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 | 230 | $26.1M | $1.1M | $2.6M |
| 2023 | 263 | $15.4M | $816,345 | $1.9M |
| 2022 | 215 | $11.8M | $788,054 | $1.7M |
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 |
|---|---|---|---|---|
| KBF CPAS - AUDIT, LLP | Auditor | — | — | $0 |
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 | $75,941 | $23,059 | — | — | — |
| 2023 | $72,519 | $31,347 | — | — | — |
| 2022 | $63,219 | — | — | — | — |