Plan Snapshot
- Plan Sponsor: Pnw Metal Recycling, INC.
- Sponsor EIN: 263688938
- Sponsor Address: 10105 SE MATHER RD, CLACKAMAS, OR, 97015
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $7.4M
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 | 114 | $7.4M | $278,394 | $443,092 |
| 2023 | 132 | $7.5M | $298,274 | $489,501 |
| 2022 | 142 | $7.0M | $287,380 | $489,890 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH RETIREMENT & BENEFIT | Other Service Provider | $27,841 | — | $27,841 |
| ASCENSUS LLC | Other Service Provider | $18,269 | — | $18,269 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,110
- Estimated Expense Ratio: 0.621% 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 | $46,110 | $27,841 | $18,269 | — | — |
| 2023 | $47,135 | $32,621 | $14,514 | — | — |
| 2022 | $49,526 | $32,759 | $16,767 | — | — |