Plan Snapshot
- Plan Sponsor: Nw Bend Boats LLC
- Sponsor EIN: 900873560
- Sponsor Address: 1750 GREEN SIDING RD, ROSEBURG, OR, 974717121
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $5.4M
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 | 142 | $5.4M | $82,055 | $480,064 |
| 2023 | 155 | $4.3M | $76,751 | $454,412 |
| 2022 | 147 | $3.5M | $75,219 | $469,542 |
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 |
|---|---|---|---|---|
| WICKS EMMETT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WICKS EMMETT 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 | $36,175 | $18,747 | $16,568 | — | — |
| 2023 | $28,487 | $17,102 | $10,525 | — | — |
| 2022 | $27,954 | $17,188 | $10,766 | — | — |