Plan Snapshot
- Plan Sponsor: Lanphere Enterprises, INC.
- Sponsor EIN: 930521795
- Sponsor Address: 12505 SW BROADWAY ST, BEAVERTON, OR, 97075
- Plan Type: 401(k)
- Total Participants: 343
- Total Assets: $23.6M
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 | 343 | $23.6M | $385,745 | $2.1M |
| 2023 | 309 | $21.4M | $431,278 | $2.0M |
| 2022 | 304 | $16.7M | $379,398 | $1.9M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $51,213 | — | $51,213 |
| CAMBRIDGE INVESTMENT RESEARCH | ADVISOR | $43,585 | — | $43,585 |
| BAKER TILLY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BAKER TILLY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,798
- Estimated Expense Ratio: 0.401% 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 | $94,798 | $43,585 | — | — | — |
| 2023 | $79,148 | $35,324 | — | — | — |
| 2022 | $75,643 | — | — | — | — |