# Meals On Wheels People, INC. 401(k) Plan
Source: https://planprovider.pro/companies/meals-on-wheels-people-inc-401k-plan

> Meals On Wheels People, INC.'s 401(k) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/raymond-james-financial-inc) — INVESTMENT ADVISOR

- [ALDRICH CPAS & ADVISORS LLP](https://planprovider.pro/provider/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|—|—|

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