Plan Snapshot
- Plan Sponsor: Fungi Perfecti, LLC
- Sponsor EIN: 911281854
- Sponsor Address: 50 SE NELSON ROAD, SHELTON, WA, 98507
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $10.7M
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 | 145 | $10.7M | $560,553 | $884,958 |
| 2023 | 134 | $8.2M | $481,482 | $716,147 |
| 2022 | 136 | $6.2M | $436,904 | $615,315 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $15,103 | — | $15,103 |
| SHANNON & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- SHANNON & ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,103
- Estimated Expense Ratio: 0.141% 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 | $15,103 | — | — | — | — |
| 2023 | $41,117 | $26,375 | — | — | — |
| 2022 | $24,348 | — | — | — | — |