Plan Snapshot
- Plan Sponsor: Moda Partners, INC.
- Sponsor EIN: 931083363
- Sponsor Address: 601 SW 2ND AVENUE, PORTLAND, OR, 972043156
- Plan Type: 401(k)
- Total Participants: 1,354
- Total Assets: $209.0M
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 | 1,354 | $209.0M | $6.9M | $8.4M |
| 2023 | 1,367 | $187.6M | $6.4M | $7.9M |
| 2022 | 1,286 | $155.1M | $5.6M | $7.2M |
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 |
|---|---|---|---|---|
| THE RETIREMENT PLAN COMPANY | NONE | $203,862 | — | $203,862 |
| CHARLES SCHWAB BANK | NONE | $61,684 | — | $61,684 |
| R.V. KUHNS & ASSOCIATES | NONE | $41,039 | — | $41,039 |
| KBF CPAS - AUDIT, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE RETIREMENT PLAN COMPANY — NONE
- CHARLES SCHWAB BANK — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $306,585
- Estimated Expense Ratio: 0.147% 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 | $306,584 | $41,039 | $52,796 | — | — |
| 2023 | $301,484 | $39,408 | $65,526 | — | — |
| 2022 | $301,826 | $127,213 | — | — | $128,872 |