Plan Snapshot
- Plan Sponsor: Miller Nash LLP
- Sponsor EIN: 930410518
- Sponsor Address: 1140 SW WASHINGTON STREET, PORTLAND, OR, 97205
- Plan Type: 401(k)
- Total Participants: 273
- Total Assets: $162.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 273 | $162.1M | $2.8M | $3.6M |
| 2023 | 269 | $141.5M | $2.7M | $3.5M |
| 2022 | 278 | $123.4M | $1.3M | $3.2M |
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 | — | — | $0 |
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: $0
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 | $7,699 | — | $7,699 | — | — |
| 2023 | $6,994 | — | $6,994 | — | — |
| 2022 | $4,731 | — | $4,731 | — | — |