Plan Snapshot
- Plan Sponsor: White Gold INC
- Sponsor EIN: 813102892
- Sponsor Address: PO BOX 15039, PORTLAND, OR, 972935039
- Plan Type: 401(k)
- Total Participants: 181
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 181 | $1.1M | $0 | $272,595 |
| 2023 | 161 | $726,136 | $0 | $182,218 |
| 2022 | 135 | $443,313 | $0 | $148,184 |
| 2019 | 124 | $136,160 | $0 | $80,825 |
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 | $13,020 | $3,541 | $8,619 | — | — |
| 2023 | $8,184 | $2,149 | $5,175 | — | — |
| 2022 | $5,955 | $1,496 | $4,459 | — | — |
| 2019 | — | — | — | — | — |