Plan Snapshot
- Plan Sponsor: The Noel Corporation
- Sponsor EIN: 910826068
- Sponsor Address: 1001 SOUTH FIRST STREET, YAKIMA, WA, 98901
- Plan Type: 401(k)
- Total Participants: 334
- Total Assets: $27.9M
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 | 334 | $27.9M | $926,603 | $1.2M |
| 2023 | 324 | $22.9M | $878,057 | $1.1M |
| 2022 | 315 | $18.4M | $820,332 | $1.0M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $55,440 | — | $55,440 |
| WELLS FARGO ADVISORS | INVESTMENT ADVISORY | $29,246 | — | $29,246 |
| PETERSEN CPA'S | ACCOUNTANT | $7,500 | — | $7,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PETERSEN CPA'S — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,186
- Estimated Expense Ratio: 0.330% of plan assets
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 | $92,186 | $29,246 | $55,440 | $7,500 | — |
| 2023 | $74,633 | $26,226 | $44,909 | $3,498 | — |
| 2022 | $79,183 | $23,062 | $45,141 | — | $10,980 |