# Shoestring Valley Holdings INC. DC Plan
Source: https://planprovider.pro/companies/andersen-construction-co-inc-plan

> Shoestring Valley Holdings INC.'s DC plan: 416 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shoestring Valley Holdings INC.

- **Sponsor EIN:** 930422424

- **Sponsor Address:** 6712 N. CUTTER CIRCLE, PORTLAND, OR, 97217

- **Plan Type:** DC

- **Total Participants:** 416

- **Total Assets:** $101.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|416|$101.3M|$5.2M|$2.5M|

| 2023|426|$91.6M|$4.6M|$2.5M|

| 2022|395|$77.0M|$5.5M|$2.2M|

## 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|

| QUEST INVESTMENT MANAGEMENT INC|NONE|$376,521|—|$376,521|

| JOHN HANCOCK LIFE INSURANCE CO.|NONE|$50,329|—|$50,329|

| RAYMOND JAMES FINANCIAL SERVICES|NONE|$46,916|—|$46,916|

| FERGUSON WELLMAN CAPITAL MANAGEMENT|NONE|$9,713|—|$9,713|

| ALDRICH CPAS & ADVISORS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK LIFE INSURANCE CO.](https://planprovider.pro/provider/john-hancock) — NONE

- [RAYMOND JAMES FINANCIAL SERVICES](https://planprovider.pro/provider/raymond-james-financial-inc) — NONE

- [ALDRICH CPAS & ADVISORS LLP](https://planprovider.pro/provider/aldrich-cpas-advisors-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $483,479

- **Estimated Expense Ratio:** 0.477% 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|

| 2024|$490,754|$433,150|$53,029|—|—|

| 2023|$424,323|—|$49,551|—|—|

| 2022|$406,471|$357,801|$47,045|—|$1,625|

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