Plan Snapshot
- Plan Sponsor: Rodda Paint Co.
- Sponsor EIN: 911599296
- Sponsor Address: 6107 NORTH MARINE DRIVE, PORTLAND, OR, 97203
- Plan Type: 401(k)
- Total Participants: 408
- Total Assets: $35.2M
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 | 408 | $35.2M | $351,076 | $1.5M |
| 2023 | 396 | $31.8M | $571,906 | $1.5M |
| 2022 | 416 | $27.7M | $593,200 | $1.5M |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $11,065 | $117,014 | $128,079 |
| ONEDIGITAL INVESTMENT ADVISRS | NONE | — | $56,579 | $56,579 |
| ALERA GROUP INC | NONE | — | $29,677 | $29,677 |
| PERKINS & CO | NONE | $23,100 | — | $23,100 |
| PERKINS & COMPANY, P.C. | Auditor | $23,100 | — | $23,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISRS — NONE
- ALERA GROUP INC — NONE
- PERKINS & COMPANY, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $260,535
- Estimated Expense Ratio: 0.740% 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 | $31,015 | — | $7,915 | $23,100 | — |
| 2023 | $19,830 | — | $19,830 | — | — |
| 2022 | $26,708 | — | $13,708 | — | $13,000 |