Plan Snapshot
- Plan Sponsor: Kraemer'S Nursery, INC.
- Sponsor EIN: 930752928
- Sponsor Address: PO BOX 930, MT. ANGEL, OR, 97362
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $8.2M
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 | 208 | $8.2M | $302,370 | $678,553 |
| 2023 | 192 | $7.4M | $291,886 | $604,725 |
| 2022 | 198 | $6.6M | $276,205 | $633,607 |
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 |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $19,250 | — | $19,250 |
| PENSION PLAN SPECIALISTS, PC | TPA | $5,150 | $3,754 | $8,904 |
| JARRARD, SEIBERT, POLLARD & CO. LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERIPRISE FINANCIAL SERVICES INC — INVESTMENT ADVISOR
- JARRARD, SEIBERT, POLLARD & CO. LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,154
- Estimated Expense Ratio: 0.345% 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 | $38,673 | $19,916 | $16,897 | — | — |
| 2023 | $37,094 | $17,388 | $17,096 | — | — |
| 2022 | $25,523 | $15,480 | $8,511 | — | — |