Plan Snapshot
- Plan Sponsor: Pwcc Marketplace
- Sponsor EIN: 461597401
- Sponsor Address: 7560 SW DURHAM, TIGARD, OR, 97224
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 113
- Total Assets: $3.0M
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. |
|---|---|---|---|---|
| 2023 | 113 | $3.0M | $447,924 | $841,620 |
| 2022 | 129 | $2.3M | $323,863 | $615,115 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $24,288 | — | $24,288 |
| WELLS FARGO CLEARING SVS (WF ADVS) | Investment Advisor | — | $12,075 | $12,075 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,363
- Estimated Expense Ratio: 1.211% 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 |
|---|---|---|---|---|---|
| 2023 | $28,288 | — | — | — | — |
| 2022 | $81,428 | — | — | — | — |