Plan Snapshot
- Plan Sponsor: Self Enhancement, INC.
- Sponsor EIN: 931086629
- Sponsor Address: 3920 N. KERBY AVENUE, PORTLAND, OR, 972271255
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $6.4M
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 | 183 | $6.4M | $323,441 | $581,674 |
| 2023 | 178 | $5.8M | $270,415 | $495,903 |
| 2022 | 175 | $4.9M | $259,638 | $477,017 |
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 |
|---|---|---|---|---|
| HOFFMAN, STEWART & SCHMIDT, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOFFMAN, STEWART & SCHMIDT, P.C. — 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 | $60,622 | — | $60,622 | — | — |
| 2023 | $46,798 | — | $46,798 | — | — |
| 2022 | $42,654 | — | — | — | $42,654 |