Plan Snapshot
- Plan Sponsor: Perlo Construction Group, LLC
- Sponsor EIN: 931295790
- Sponsor Address: 11450 SW AMU STREET, TUALATIN, OR, 97062
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $36.0M
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 | 110 | $36.0M | $1.9M | $828,096 |
| 2023 | 98 | $31.4M | $1.6M | $769,329 |
| 2022 | 94 | $25.8M | $1.6M | $768,499 |
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 |
|---|---|---|---|---|
| HOFFMAN STEWART & SCHMIDT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOFFMAN STEWART & SCHMIDT — 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 | $94,238 | — | $91,238 | — | — |
| 2023 | $90,108 | — | $87,708 | — | — |
| 2022 | $85,643 | — | $84,893 | — | — |