Plan Snapshot
- Plan Sponsor: Pendleton Woolen Mills, INC.
- Sponsor EIN: 930250770
- Sponsor Address: PO BOX 3030, PORTLAND, OR, 972083030
- Plan Type: 401(k)
- Total Participants: 443
- Total Assets: $70.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 443 | $70.8M | $770,414 | $2.3M |
| 2023 | 479 | $65.4M | $842,838 | $2.4M |
| 2022 | 503 | $56.5M | $724,180 | $2.2M |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | $10,500 | — | $10,500 |
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: $10,500
- Estimated Expense Ratio: 0.015% of plan assets
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 | $59,597 | $3,393 | — | $10,500 | — |
| 2023 | $28,705 | $1,955 | — | — | — |
| 2022 | $18,477 | $558 | — | — | — |