# Propeller, INC. DC Plan
Source: https://planprovider.pro/companies/propeller-inc-plan-002

> Propeller, INC.'s DC plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Propeller, INC.

- **Sponsor EIN:** 455286846

- **Sponsor Address:** PO BOX 6860, PORTLAND, OR, 97228

- **Plan Type:** DC

- **Total Participants:** 122

- **Total Assets:** $8.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|122|$8.3M|$867,909|$0|

| 2023|174|$9.4M|$1.3M|$0|

| 2022|141|$11.0M|$365,000|$0|

## 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|

| JONES & ROTH PC|Auditor|$13,300|—|$13,300|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JONES & ROTH PC](https://planprovider.pro/provider/jones-and-roth-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $13,300

- **Estimated Expense Ratio:** 0.160% 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|$54,585|—|$14,785|$13,300|—|

| 2023|$46,609|—|$10,495|$12,300|—|

| 2022|$45,814|—|—|—|$11,000|

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