Plan Snapshot
- Plan Sponsor: Wieden & Kennedy, INC.
- Sponsor EIN: 930832855
- Sponsor Address: 224 NW 13TH AVE, PORTLAND, OR, 97209
- Plan Type: 401(k)
- Total Participants: 917
- Total Assets: $253.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 917 | $253.3M | $3.5M | $11.3M |
| 2023 | 957 | $231.0M | $7.6M | $11.6M |
| 2022 | 967 | $195.0M | $10.7M | $10.6M |
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 |
|---|---|---|---|---|
| PERKINS & COMPANY, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PERKINS & COMPANY, PC — 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 | $160,585 | $49,687 | $300 | — | — |
| 2023 | $221,209 | $71,830 | $300 | — | — |
| 2022 | $199,528 | $35,499 | — | — | — |