Plan Snapshot
- Plan Sponsor: N.A. Degerstrom, INC.
- Sponsor EIN: 910698638
- Sponsor Address: 3303 N SULLIVAN RD, SPOKANE VALLEY, WA, 99216
- Plan Type: 401(k)
- Total Participants: 67
- Total Assets: $13.3M
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 | 67 | $13.3M | $459,387 | $548,368 |
| 2023 | 68 | $12.5M | $454,771 | $566,280 |
| 2022 | 68 | $10.8M | $439,733 | $541,293 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — 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 | $1,708,950 | — | $23,689 | — | — |
| 2023 | $25,161 | $2,124 | — | — | — |
| 2022 | $22,320 | $848 | — | — | — |