Plan Snapshot
- Plan Sponsor: Viridian Management INC
- Sponsor EIN: 453697779
- Sponsor Address: 200 E MAIN ST, ENTERPRISE, OR, 978280490
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 208 | $6.6M | $564,047 | $723,725 |
| 2022 | 237 | $4.9M | $317,493 | $604,996 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $37,802 | — | $37,802 |
| ERISA FIDUCIARY SERVICES, INC. | CONTRACT ADMINISTRATOR | $10,470 | — | $10,470 |
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,272
- Estimated Expense Ratio: 0.728% 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 | $27,914 | $2,692 | $24,362 | — | — |
| 2022 | $17,697 | $2,347 | $15,350 | — | — |