Plan Snapshot
- Plan Sponsor: River Point, LLC D/B/A Riverpoin
- Sponsor EIN: 203988235
- Sponsor Address: 825 NE 25TH AVE, PORTLAND, OR, 97232
- Plan Type: 401(k)
- Total Participants: 306
- Total Assets: $15.4M
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 | 306 | $15.4M | $899,002 | $1.9M |
| 2023 | 345 | $11.4M | $758,876 | $1.5M |
| 2022 | 310 | $7.8M | $587,688 | $1.1M |
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 |
|---|---|---|---|---|
| MEIHAUS CPA PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEIHAUS CPA PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $97,891 | $38,402 | — | — | — |
| 2023 | $66,666 | $27,179 | — | — | — |
| 2022 | $54,191 | — | — | — | — |