Plan Snapshot
- Plan Sponsor: Terrasond Limited
- Sponsor EIN: 203556355
- Sponsor Address: 1617 SOUTH INDUSTRIAL WAY, PALMER, AK, 99645
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $7.0M
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 | 9 | $7.0M | $211,407 | $387,229 |
| 2023 | 74 | $6.0M | $131,194 | $418,758 |
| 2022 | 59 | $5.9M | $141,854 | $462,510 |
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 |
|---|---|---|---|---|
| ROBERTSON & ROBERTSON PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROBERTSON & ROBERTSON PLLC — 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 | $25,056 | — | $25,056 | — | — |
| 2023 | $26,766 | — | $26,766 | — | — |
| 2022 | $19,778 | — | $19,778 | — | — |