Plan Snapshot
- Plan Sponsor: Smith Freed & Eberhard, P.C.
- Sponsor EIN: 930944667
- Sponsor Address: 111 SW COLUMBIA STREET, SUITE 800, PORTLAND, OR, 97201
- Plan Type: 401(k)
- Total Participants: 66
- Total Assets: $12.8M
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 | 66 | $12.8M | $245,982 | $577,528 |
| 2023 | 67 | $10.9M | $222,005 | $543,356 |
| 2022 | 62 | $9.0M | $204,508 | $484,887 |
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 |
|---|---|---|---|---|
| WORTHY & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WORTHY & COMPANY, LLC — 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 | $70,659 | $31,398 | $37,161 | — | — |
| 2023 | $61,873 | $25,840 | $31,408 | — | — |
| 2022 | $52,556 | $23,586 | $27,870 | — | — |