Plan Snapshot
- Plan Sponsor: Sheerid
- Sponsor EIN: 452584917
- Sponsor Address: 1300 SW 5TH AVENUE SUITE 800, PORTLAND, OR, 97201
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $15.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 148 | $15.3M | $960,660 | $1.9M |
| 2023 | 169 | $11.1M | $943,568 | $1.9M |
| 2022 | 164 | $7.2M | $979,632 | $1.9M |
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 |
|---|---|---|---|---|
| KBF CPAS - AUDIT, 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 | $11,183 | $2,688 | $2,088 | — | — |
| 2023 | $8,004 | $4,637 | $1,702 | — | — |
| 2022 | $6,068 | $3,123 | $2,945 | — | — |