Plan Snapshot
- Plan Sponsor: Schwabe, Williamson & Wyatt, P.C.
- Sponsor EIN: 931130272
- Sponsor Address: 1211 SW FIFTH AVE, SUITE 1900, PORTLAND, OR, 97204
- Plan Type: DC
- Total Participants: 311
- Total Assets: $156.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 311 | $156.2M | $3.2M | $4.0M |
| 2023 | 309 | $153.0M | $3.2M | $3.8M |
| 2022 | 297 | $134.2M | $3.2M | $3.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $56,319 | — | $56,319 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,319
- Estimated Expense Ratio: 0.036% 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 | $56,371 | — | $13,425 | — | — |
| 2023 | $55,645 | — | $55,270 | — | — |
| 2022 | $119,807 | — | $119,431 | — | — |