Plan Snapshot
- Plan Sponsor: Precision Countertops, INC.
- Sponsor EIN: 930939572
- Sponsor Address: PO BOX 387, WILSONVILLE, OR, 97070
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $8.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 194 | $8.4M | $231,481 | $578,225 |
| 2023 | 210 | $7.2M | $219,347 | $562,633 |
| 2022 | 266 | $6.2M | $126,356 | $559,770 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Recordkeeper | $18,356 | — | $18,356 |
| CAMBRIDGE INVESTMENT ADVISOR | Other Service Provider | $17,698 | — | $17,698 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,054
- Estimated Expense Ratio: 0.428% 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 | $36,054 | $17,698 | $18,356 | — | — |
| 2023 | $31,901 | $15,548 | $16,353 | — | — |
| 2022 | $19,186 | $15,700 | $3,486 | — | — |