Plan Snapshot
- Plan Sponsor: Turtle Island Foods, Spc
- Sponsor EIN: 911483127
- Sponsor Address: PO BOX 176, HOOD RIVER, OR, 97031
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $7.3M
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. |
|---|---|---|---|---|
| 2023 | 147 | $7.3M | $452,627 | $473,797 |
| 2022 | 170 | $7.8M | $486,622 | $449,633 |
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 |
|---|---|---|---|---|
| EDWARD D. JONES & CO., L.P. | Other Service Provider | $51,902 | — | $51,902 |
| JOHN HANCOCK LIFE INSURANCE COMPANY | Recordkeeper | $12,594 | — | $12,594 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,496
- Estimated Expense Ratio: 0.883% 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 |
|---|---|---|---|---|---|
| 2023 | $69,505 | $27,410 | $38,220 | — | — |
| 2022 | $69,871 | $27,433 | $42,438 | — | — |