Plan Snapshot
- Plan Sponsor: Organically Grown Company, INC.
- Sponsor EIN: 930838216
- Sponsor Address: 1800 PRAIRIE RD STE B, EUGENE, OR, 97402
- Plan Type: 401(k)
- Total Participants: 277
- Total Assets: $21.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 277 | $21.8M | $692,797 | $1.3M |
| 2023 | 266 | $18.6M | $777,400 | $1.2M |
| 2022 | 287 | $16.3M | $589,598 | $1.2M |
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 |
|---|---|---|---|---|
| FRANK, RIMERMAN + CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRANK, RIMERMAN + CO. 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 | $62,821 | $16,940 | $600 | — | — |
| 2023 | $57,880 | $16,287 | — | — | — |
| 2022 | $23,858 | $16,183 | — | — | — |