Plan Snapshot
- Plan Sponsor: Consolidated Supply Co.
- Sponsor EIN: 930145980
- Sponsor Address: P.O. BOX 5788, PORTLAND, OR, 97228
- Plan Type: 401(k)
- Total Participants: 535
- Total Assets: $61.8M
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 | 535 | $61.8M | $2.0M | $3.7M |
| 2023 | 539 | $58.5M | $2.6M | $3.5M |
| 2022 | 515 | $47.8M | $2.4M | $3.3M |
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 |
|---|---|---|---|---|
| DELAP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELAP — 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 | $198,112 | $49,161 | $18,434 | — | — |
| 2023 | $139,023 | $41,162 | $78,437 | $15,000 | — |
| 2022 | $132,565 | $39,142 | $69,272 | — | $23,940 |