Plan Snapshot
- Plan Sponsor: Steadily Insurance Agency, INC.
- Sponsor EIN: 843372388
- Sponsor Address: 9450 SW GEMINI DR. PMB 1862, BEAVERTON, OR, 97008
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 258
- Total Assets: $4.3M
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. |
|---|---|---|---|---|
| 2025 | 258 | $4.3M | $0 | $0 |
| 2024 | 142 | $2.7M | $73 | $881,900 |
| 2023 | 120 | $1.8M | $0 | $682,648 |
| 2022 | 78 | $793,950 | $0 | $452,178 |
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 |
|---|---|---|---|---|
| DSR CPA AND CONSULTANTS LLC | 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 |
|---|---|---|---|---|---|
| 2025 | $700,225 | $3,937 | — | — | — |
| 2024 | $3,269 | $1,709 | — | — | — |
| 2023 | $156,362 | — | — | — | — |
| 2022 | $40,687 | — | — | — | — |