Plan Snapshot
- Plan Sponsor: Mountain West Retirement Corporation
- Sponsor EIN: 931263839
- Sponsor Address: 3425 BOONE ROAD SE, SALEM, OR, 97317
- Plan Type: 401(k)
- Total Participants: 1,200
- Total Assets: $5.4M
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 | 1,200 | $5.4M | $151,835 | $622,951 |
| 2023 | 1,049 | $4.3M | $95,502 | $467,968 |
| 2022 | 935 | $3.3M | $80,774 | $373,421 |
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 | RIA | $12,230 | — | $12,230 |
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FSA INC — RIA
- CLIFTON LARSON ALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,230
- Estimated Expense Ratio: 0.226% 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 | $37,741 | $12,230 | $24,536 | — | — |
| 2023 | $30,865 | $9,297 | $20,968 | — | — |
| 2022 | $27,857 | $8,189 | $18,749 | — | $919 |