Plan Snapshot
- Plan Sponsor: Scott Edwards Architecture, LLP
- Sponsor EIN: 931255267
- Sponsor Address: 2525 E. BURNSIDE STREET, PORTLAND, OR, 97214
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $9.3M
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 | 85 | $9.3M | $267,186 | $638,924 |
| 2023 | 83 | $9.3M | $300,809 | $743,729 |
| 2022 | 121 | $7.3M | $289,007 | $712,982 |
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 | Recordkeeper | $1,117 | $52,327 | $53,444 |
| BOLINGER SOLUTIONS LLC | Investment Advisor | — | $28,410 | $28,410 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,854
- Estimated Expense Ratio: 0.884% 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 | $2,815 | — | $2,815 | — | — |
| 2023 | $2,207 | — | $2,207 | — | — |
| 2022 | — | — | — | — | — |