Plan Snapshot
- Plan Sponsor: Oneonta Trading Corporation
- Sponsor EIN: 910348108
- Sponsor Address: 1 ONEONTA DRIVE, WENATCHEE, WA, 98801
- Plan Type: 401(k)
- Total Participants: 1,350
- Total Assets: $16.1M
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 | 1,350 | $16.1M | $326,348 | $601,191 |
| 2023 | 585 | $19.4M | $490,085 | $967,200 |
| 2022 | 582 | $18.5M | $486,689 | $937,666 |
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 | $64,912 | — | $64,912 | — | — |
| 2023 | $75,003 | $52,173 | — | — | — |
| 2022 | $78,268 | — | $78,268 | — | — |