Plan Snapshot
- Plan Sponsor: Trail Blazers INC.
- Sponsor EIN: 911409166
- Sponsor Address: 1 NORTH CENTER COURT ST SUITE 200, PORTLAND, OR, 97227
- Plan Type: 401(k)
- Total Participants: 570
- Total Assets: $38.9M
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 | 570 | $38.9M | $828,969 | $2.4M |
| 2023 | 416 | $36.1M | $782,261 | $2.2M |
| 2022 | 345 | $32.2M | $684,069 | $2.0M |
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 |
|---|---|---|---|---|
| TPG FINANCIAL ADVISORS, LLC | INVESTMENT ADVISOR | $65,140 | — | $65,140 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $60,065 | — | $60,065 |
| DELAP LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELAP LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,205
- Estimated Expense Ratio: 0.322% 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 | $180,544 | $65,140 | $14,513 | — | — |
| 2023 | $133,013 | $57,986 | $55,652 | $19,000 | — |
| 2022 | $116,824 | $58,877 | $54,534 | — | $3,413 |