Plan Snapshot
- Plan Sponsor: Plaid Pantries, INC.
- Sponsor EIN: 930516893
- Sponsor Address: 1585 SW MARLOW AVE., PORTLAND, OR, 97225
- Plan Type: 401(k)
- Total Participants: 451
- Total Assets: $14.3M
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 | 451 | $14.3M | $340,743 | $643,953 |
| 2023 | 390 | $12.4M | $332,734 | $623,410 |
| 2022 | 364 | $10.7M | $363,055 | $626,291 |
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 |
|---|---|---|---|---|
| PERKINS & COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PERKINS & COMPANY, 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 | $12,202 | — | $12,202 | — | — |
| 2023 | $11,188 | — | $11,188 | — | — |
| 2022 | $9,727 | — | $9,727 | — | — |