Plan Snapshot
- Plan Sponsor: Dwfritz Automation LLC
- Sponsor EIN: 930773498
- Sponsor Address: 9600 SW BOECKMAN RD, WILSONVILLE, OR, 97070
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $33.1M
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 | 136 | $33.1M | $1.1M | $1.8M |
| 2023 | 232 | $34.8M | $1.5M | $2.4M |
| 2022 | 267 | $30.0M | $1.9M | $3.0M |
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 |
|---|---|---|---|---|
| ROBERT W BAIRD & CO | ADVISOR | $52,331 | — | $52,331 |
| WORTHY & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WORTHY & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,331
- Estimated Expense Ratio: 0.158% 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 | $60,394 | $56,734 | $300 | — | — |
| 2023 | $54,971 | $51,046 | $300 | — | — |
| 2022 | $65,993 | $6,837 | — | — | — |