Plan Snapshot
- Plan Sponsor: Eugene Welders Supply Co Dba Industrial Source
- Sponsor EIN: 930366767
- Sponsor Address: 3500 COMMERCIAL AVENUE, SPRINGFIELD, OR, 97478
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $17.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 131 | $17.8M | $658,110 | $716,022 |
| 2023 | 140 | $15.7M | $584,973 | $601,137 |
| 2022 | 120 | $13.6M | $539,678 | $621,055 |
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 |
|---|---|---|---|---|
| JONES & ROTH P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES & ROTH P.C. — 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 | $78,492 | $46,579 | $30,367 | — | — |
| 2023 | $69,853 | $41,110 | $28,743 | — | — |
| 2022 | $72,187 | $42,960 | $29,227 | — | — |