Plan Snapshot
- Plan Sponsor: World Class Technology Corporation
- Sponsor EIN: 330479276
- Sponsor Address: 1300 NE ALPHA DRIVE, MCMINNVILLE, OR, 97218
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 184 | $5.0M | $226,611 | $683,308 |
| 2023 | 178 | $4.1M | $193,088 | $552,052 |
| 2022 | 168 | $2.7M | $157,880 | $481,846 |
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 |
|---|---|---|---|---|
| JONES & ROTH PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES & ROTH 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 | $44,500 | — | $44,500 | — | — |
| 2023 | $38,110 | — | $38,110 | — | — |
| 2022 | $29,400 | — | $29,400 | — | — |