Plan Snapshot
- Plan Sponsor: Penrith Home Loans LLC
- Sponsor EIN: 470933090
- Sponsor Address: 601 UNION STREET, SUITE 2217, SEATTLE, WA, 981012326
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $300 |
| 2024 | 0 | $1,017 | $44,621 | $39,250 |
| 2023 | 52 | $11.8M | $221,189 | $405,882 |
| 2022 | 77 | $12.3M | $444,271 | $692,632 |
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 |
|---|---|---|---|---|
| CLARK, RAYMOND & COMPANY, PLLC | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $7,983 | $3,199 | — | — | — |
| 2023 | $33,253 | $16,241 | $3,831 | — | — |
| 2022 | $40,087 | $12,713 | — | — | $1,099 |