Plan Snapshot
- Plan Sponsor: Geffen, Mesher & Company, P.C.
- Sponsor EIN: 931042710
- Sponsor Address: 888 SW 5TH AVE., SUITE 800, PORTLAND, OR, 972042066
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $40.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 163 | $40.9M | $1.8M | $1.6M |
| 2023 | 170 | $33.6M | $1.8M | $1.6M |
| 2022 | 154 | $29.2M | $1.5M | $1.3M |
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 |
|---|---|---|---|---|
| LARSON GROSS ASSURANCE, PLLC | 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 | $30,942 | — | — | — | — |
| 2023 | $17,866 | — | — | — | — |
| 2022 | $10,683 | $10,033 | — | — | — |