Plan Snapshot
- Plan Sponsor: Piper Mechanical, INC.
- Sponsor EIN: 911874613
- Sponsor Address: 9321 NE 72ND AVE #6, VANCOUVER, WA, 98665
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $8.4M
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 | 177 | $8.4M | $595,924 | $369,900 |
| 2023 | 126 | $7.2M | $341,549 | $229,051 |
| 2022 | 90 | $5.8M | $244,823 | $227,424 |
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 |
|---|---|---|---|---|
| YEO & YEO, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YEO & YEO, P.C. — 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 | $52,021 | — | $52,021 | — | — |
| 2023 | $47,229 | — | $47,229 | — | — |
| 2022 | $27,235 | — | — | — | — |