Plan Snapshot
- Plan Sponsor: Pacific Crest Industries, INC., Dba Bellmont Cabinet Co.
- Sponsor EIN: 911127279
- Sponsor Address: 13610 - 52ND STREET E., SUMNER, WA, 98390
- Plan Type: 401(k)
- Total Participants: 363
- Total Assets: $16.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 363 | $16.0M | $601,454 | $1.1M |
| 2023 | 297 | $13.0M | $543,813 | $1.0M |
| 2022 | 318 | $10.7M | $543,485 | $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 |
|---|---|---|---|---|
| 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 | $60,970 | $24,725 | $36,245 | — | — |
| 2023 | $49,091 | $19,754 | $29,287 | — | — |
| 2022 | $53,971 | $18,055 | $35,916 | — | — |