Plan Snapshot
- Plan Sponsor: Terrafirma Foundation Repair, In
- Sponsor EIN: 205905655
- Sponsor Address: 7700 OLD HIGHWAY 99 N, ROSEBURG, OR, 97470
- Plan Type: 401(k)
- Total Participants: 165
- 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. |
|---|---|---|---|---|
| 2024 | 165 | $4.3M | $210,708 | $537,829 |
| 2023 | 147 | $3.5M | $178,206 | $447,118 |
| 2022 | 181 | $2.9M | $214,893 | $530,245 |
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 |
|---|---|---|---|---|
| BVAL CPAS & ADVISORS 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 | $41,777 | $35,690 | — | — | — |
| 2023 | $33,834 | $29,814 | — | — | — |
| 2022 | $33,145 | — | — | — | — |