Plan Snapshot
- Plan Sponsor: Fire Mountain Gems & Beads INC
- Sponsor EIN: 930924205
- Sponsor Address: ONE FIRE MOUNTAIN WAY, GRANTS PASS, OR, 975262373
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $14.2M
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 | 161 | $14.2M | $165,296 | $468,468 |
| 2023 | 166 | $12.9M | $169,278 | $499,094 |
| 2022 | 182 | $12.3M | $182,678 | $541,733 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $54,114 | $50,646 | $3,468 | — | — |
| 2023 | $51,407 | $47,240 | $4,167 | — | — |
| 2022 | $52,176 | $47,897 | — | — | $4,279 |