Plan Snapshot
- Plan Sponsor: Powell'S Books, INC.
- Sponsor EIN: 930794762
- Sponsor Address: PO BOX 3989, PORTLAND, OR, 97208
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 312
- Total Assets: $30.5M
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 | 312 | $30.5M | $298,318 | $906,647 |
| 2023 | 292 | $28.6M | $248,699 | $794,488 |
| 2022 | 273 | $24.8M | $220,207 | $720,984 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $79,542 | $4,280 | $83,822 |
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | $55,663 | — | $55,663 |
| CHARLES SCHWAB TRUST BANK | Recordkeeper | — | $10,405 | $10,405 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
- SAGEVIEW ADVISORY GROUP, LLC — Investment Advisor
- CHARLES SCHWAB TRUST BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $149,890
- Estimated Expense Ratio: 0.491% 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 | $135,210 | — | $79,547 | $55,663 | — |
| 2023 | $129,010 | — | $74,941 | $54,069 | — |
| 2022 | $113,646 | — | $113,646 | — | — |