Plan Snapshot
- Plan Sponsor: Office Ally, INC.
- Sponsor EIN: 330897513
- Sponsor Address: 1300 SE CARDINAL COURT, VANCOUVER, WA, 98683
- Plan Type: 401(k)
- Total Participants: 240
- Total Assets: $18.7M
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 | 240 | $18.7M | $1.2M | $1.8M |
| 2023 | 256 | $16.0M | $995,692 | $1.6M |
| 2022 | 214 | $11.3M | $625,464 | $1.0M |
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 |
|---|---|---|---|---|
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC, PC — 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 | $52,547 | $37,145 | $15,402 | — | — |
| 2023 | $41,076 | $28,427 | $12,649 | — | — |
| 2022 | $33,293 | $26,731 | $6,562 | — | — |