Plan Snapshot
- Plan Sponsor: Lrs Architects, INC.
- Sponsor EIN: 931259453
- Sponsor Address: 720 NW DAVIS, STE 300, PORTLAND, OR, 97209
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $19.3M
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 | 107 | $19.3M | $243,377 | $1.1M |
| 2023 | 124 | $17.3M | $270,036 | $1.3M |
| 2022 | 132 | $12.9M | $249,317 | $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 |
|---|---|---|---|---|
| GEFFEN MESHER & COMPANY, P.C. | Auditor | $28,325 | — | $28,325 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GEFFEN MESHER & COMPANY, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,325
- Estimated Expense Ratio: 0.147% 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 | $37,048 | — | — | $28,325 | — |
| 2023 | $3,534 | — | — | -$361 | — |
| 2022 | $4,212 | — | $1,001 | — | $3,211 |