Plan Snapshot
- Plan Sponsor: Emery & Sons Construction Group, LLC
- Sponsor EIN: 830966301
- Sponsor Address: 3841 FAIRVIEW INDUSTRIAL DR. SE, SALEM, OR, 97302
- Plan Type: DC
- Total Participants: 220
- Total Assets: $32.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 220 | $32.6M | $2.0M | $876,714 |
| 2023 | 200 | $26.3M | $1.9M | $825,637 |
| 2022 | 214 | $19.0M | $1.5M | $795,947 |
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 |
|---|---|---|---|---|
| ALDRICH CPAS AND ADVISORS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALDRICH CPAS AND ADVISORS LLP — 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 | $43,263 | $26,097 | $17,166 | — | — |
| 2023 | $24,078 | $12,762 | $11,316 | — | — |
| 2022 | $19,585 | $9,910 | — | — | $9,675 |