# Pendleton Woolen Mills, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pendleton-woolen-mills-inc-plan-001

> Pendleton Woolen Mills, INC.'s 401(k) plan: 443 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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