Plan Snapshot
- Plan Sponsor: Tillamook Country Smoker, LLC
- Sponsor EIN: 930660389
- Sponsor Address: PO BOX 3120, BAY CITY, OR, 97107
- Plan Type: 401(k)
- Total Participants: 428
- Total Assets: $5.9M
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 | 428 | $5.9M | $138,760 | $335,542 |
| 2023 | 472 | $5.5M | $175,624 | $418,681 |
| 2022 | 501 | $4.9M | $152,012 | $368,962 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $43,933 | $20,204 | $23,729 | — | — |
| 2023 | $37,287 | $17,493 | $19,794 | — | — |
| 2022 | $34,968 | $16,652 | $18,316 | — | — |