Plan Snapshot
- Plan Sponsor: Pendleton Woolen Mills, INC.
- Sponsor EIN: 930250770
- Sponsor Address: P.O. BOX 3030, PORTLAND, OR, 972083030
- Plan Type: 401(k)
- Total Participants: 205
- Total Assets: $5.3M
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 | 205 | $5.3M | $51,621 | $230,086 |
| 2023 | 238 | $5.3M | $73,508 | $243,669 |
| 2022 | 281 | $4.3M | $56,231 | $237,744 |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US 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 | $21,578 | $1,140 | $300 | — | — |
| 2023 | $5,705 | $653 | — | — | — |
| 2022 | $7,262 | $421 | — | — | — |