# Dwfritz Automation LLC 401(k) Plan
Source: https://planprovider.pro/companies/dwfritz-automation-llc-401k-plan

> Dwfritz Automation LLC's 401(k) plan: 136 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/worthy-and-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|—|—|—|

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- [Cascade Corporation](https://planprovider.pro/companies/cascade-corporation-401k-plan) — 998 participants

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