Plan Snapshot
- Plan Sponsor: The Myers Group, LLC
- Sponsor EIN: 260856416
- Sponsor Address: PO BOX 229, CLINTON, WA, 98236
- Plan Type: 401(k)
- Total Participants: 654
- Total Assets: $12.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 654 | $12.9M | $187,921 | $556,921 |
| 2023 | 672 | $10.9M | $183,945 | $544,489 |
| 2022 | 596 | $9.8M | $172,994 | $544,073 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $58,588 | $34,789 | — | — | — |
| 2023 | $51,901 | $30,467 | — | — | — |
| 2022 | $55,250 | $30,969 | — | — | — |