Plan Snapshot
- Plan Sponsor: Lattice Semiconductor Corporation
- Sponsor EIN: 930835214
- Sponsor Address: 5555 NE MOORE CT, HILLSBORO, OR, 97124
- Plan Type: 401(k)
- Total Participants: 297
- Total Assets: $202.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 297 | $202.9M | $3.0M | $8.0M |
| 2023 | 379 | $186.8M | $3.1M | $8.1M |
| 2022 | 343 | $161.3M | $2.6M | $6.5M |
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 | $47,990 | — | $47,990 |
| MORGAN STANLEY CAPITAL MANAGEMENT, | CONSULTANT | $45,000 | — | $45,000 |
| KBF CPAS LLP | ACCOUNTANT/AUDITOR | $15,500 | — | $15,500 |
| KBF CPAS - AUDIT, LLP | Auditor | $15,500 | — | $15,500 |
| HYAS GROUP, LLC | INVESTMENT ADVISOR | $11,250 | — | $11,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MORGAN STANLEY CAPITAL MANAGEMENT, — CONSULTANT
- KBF CPAS LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $135,240
- Estimated Expense Ratio: 0.067% 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 | $119,740 | — | — | $15,500 | — |
| 2023 | -$94,101 | — | — | $15,000 | — |
| 2022 | $103,779 | — | — | — | — |