Plan Snapshot
- Plan Sponsor: Yakima Products, INC.
- Sponsor EIN: 311683146
- Sponsor Address: 4101 KRUSE WAY, LAKE OSWEGO, OR, 970352541
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $19.2M
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 | 104 | $19.2M | $305,504 | $935,558 |
| 2023 | 101 | $15.6M | $312,522 | $911,446 |
| 2022 | 108 | $12.9M | $304,739 | $917,892 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLC — 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 | $56,796 | $30,685 | $26,111 | — | — |
| 2023 | $45,479 | $24,949 | $20,530 | — | — |
| 2022 | $47,694 | $10,771 | $36,923 | — | — |