Plan Snapshot
- Plan Sponsor: Mcmenamins, INC.
- Sponsor EIN: 930993010
- Sponsor Address: 430 N. KILLINGSWORTH STREET, PORTLAND, OR, 97217
- Plan Type: 401(k)
- Total Participants: 1,868
- Total Assets: $40.6M
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 | 1,868 | $40.6M | $210,959 | $2.4M |
| 2023 | 2,016 | $35.9M | $263,737 | $2.4M |
| 2022 | 1,958 | $29.8M | $230,706 | $2.3M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $80,198 | $13,379 | $93,577 |
| DESCHUTES PORTFOLIO STRATEGIES | NONE | $68,503 | — | $68,503 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $162,080
- Estimated Expense Ratio: 0.399% 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 | $148,701 | $68,503 | $80,198 | — | — |
| 2023 | $121,757 | $65,192 | $56,565 | — | — |
| 2022 | $147,490 | $65,959 | — | — | $67,695 |