Plan Snapshot
- Plan Sponsor: Gunderson Marine, LLC
- Sponsor EIN: 931357619
- Sponsor Address: 4350 NW FRONT AVE, PORTLAND, OR, 97210
- Plan Type: 401(k)
- Total Participants: 319
- Total Assets: $35.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 319 | $35.7M | $816,697 | $1.7M |
| 2023 | 257 | $32.0M | $306,655 | $684,338 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $20,557 | — | $20,557 |
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $15,320 | — | $15,320 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $11,768 | — | $11,768 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,645
- Estimated Expense Ratio: 0.133% 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 | $47,645 | $11,768 | — | — | — |
| 2023 | $19,441 | $13,833 | — | — | — |