Plan Snapshot
- Plan Sponsor: The Ulven Companies
- Sponsor EIN: 930724826
- Sponsor Address: 2310 INDUSTRIAL AVENUE, HUBBARD, OR, 97032
- Plan Type: 401(k)
- Total Participants: 76
- Total Assets: $7.1M
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 | 76 | $7.1M | $170,826 | $359,118 |
| 2023 | 74 | $6.4M | $187,038 | $397,257 |
| 2022 | 108 | $6.4M | $206,122 | $467,418 |
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 |
|---|---|---|---|---|
| ALDRICH CPAS + ADVISORS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALDRICH CPAS + ADVISORS 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 | $46,052 | $15,542 | $22,912 | — | — |
| 2023 | $48,129 | $16,314 | $25,562 | — | — |
| 2022 | $53,323 | $23,200 | $27,823 | — | — |