Plan Snapshot
- Plan Sponsor: Meals On Wheels People, INC.
- Sponsor EIN: 930584318
- Sponsor Address: P.O. BOX 19477, PORTLAND, OR, 97219
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $7.7M
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 | 114 | $7.7M | $430,760 | $513,925 |
| 2023 | 106 | $6.4M | $373,202 | $425,668 |
| 2022 | 111 | $5.3M | $305,101 | $368,525 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FSA INC | INVESTMENT ADVISOR | $14,146 | — | $14,146 |
| ALDRICH CPAS & ADVISORS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FSA INC — INVESTMENT ADVISOR
- ALDRICH CPAS & ADVISORS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,146
- Estimated Expense Ratio: 0.184% 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 | $42,821 | $14,146 | $8,161 | — | — |
| 2023 | $35,581 | $11,642 | $5,596 | — | — |
| 2022 | $33,286 | — | $33,286 | — | — |