Plan Snapshot
- Plan Sponsor: Salt & Straw LLC
- Sponsor EIN: 047566226
- Sponsor Address: 110 SE 2ND AVE, PORTLAND, OR, 97214
- Plan Type: 401(k)
- Total Participants: 1,263
- Total Assets: $2.8M
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 | 1,263 | $2.8M | $221,113 | $927,406 |
| 2023 | 984 | $1.9M | $223,063 | $772,881 |
| 2022 | 592 | $914,742 | $157,488 | $498,660 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | — | — | $0 |
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 | $36,562 | — | $36,562 | — | — |
| 2023 | $28,277 | — | $28,277 | — | — |
| 2022 | $22,687 | — | $22,687 | — | — |