Plan Snapshot
- Plan Sponsor: Tumalo Industries, LLC
- Sponsor EIN: 853788062
- Sponsor Address: 296 SW COLUMBIA STREET, BEND, OR, 97702
- Plan Type: 401(k)
- Total Participants: 76
- Total Assets: $972,365
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 | 76 | $972,365 | $97,728 | $172,969 |
| 2023 | 94 | $1.0M | $129,238 | $237,394 |
| 2022 | 46 | $697,250 | $149,532 | $282,415 |
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 | $38,464 | $3,182 | — | — | — |
| 2023 | $14,413 | $1,494 | — | — | — |
| 2022 | $5,017 | — | — | — | — |