Plan Snapshot
- Plan Sponsor: Metro Metals Northwest, INC.
- Sponsor EIN: 931270871
- Sponsor Address: 5611 NE COLUMBIA BOULEVARD, PORTLAND, OR, 97218
- Plan Type: 401(k)
- Total Participants: 361
- Total Assets: $31.2M
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 | 361 | $31.2M | $644,512 | $2.0M |
| 2023 | 324 | $27.1M | $617,122 | $1.8M |
| 2022 | 306 | $21.7M | $553,478 | $1.7M |
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 |
|---|---|---|---|---|
| PHILLIPS AND COMPANY ADVISORS LLC | INVESTMENT/FINANCIAL ADVI | $70,259 | — | $70,259 |
| ADP, INC. | RECORD KEEPER | $14,504 | — | $14,504 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- 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: $84,763
- Estimated Expense Ratio: 0.272% 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 | $84,763 | $70,259 | — | — | — |
| 2023 | $67,177 | $57,730 | — | — | — |
| 2022 | $63,946 | — | — | — | — |