Plan Snapshot
- Plan Sponsor: Nfn Investments, LLC
- Sponsor EIN: 392070678
- Sponsor Address: 1640 NORTHWEST IRVING STREET, PORTLAND, OR, 97209
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $3.0M
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 | 144 | $3.0M | $162,943 | $236,027 |
| 2023 | 152 | $2.6M | $217,937 | $410,331 |
| 2022 | 223 | $2.5M | $244,120 | $387,221 |
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 |
|---|---|---|---|---|
| BAKER TILLY, US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $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 | $34,022 | $9,903 | — | — | — |
| 2023 | $31,638 | $8,780 | — | — | — |
| 2022 | $31,187 | $8,487 | $22,700 | — | — |