# Eugene Welders Supply Co Dba Industrial Source 401(k) Plan
Source: https://planprovider.pro/companies/eugene-welders-supply-co-dba-industrial-source-401k-plan

> Eugene Welders Supply Co Dba Industrial Source's 401(k) plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ALDRICH WEALTH ADVISORS|NONE|$76,946|—|$76,946|

| JONES & ROTH P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALDRICH WEALTH ADVISORS](https://planprovider.pro/provider/aldrich-wealth-lp) — NONE

- [JONES & ROTH P.C.](https://planprovider.pro/provider/jones-and-roth-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $76,946

- **Estimated Expense Ratio:** 0.432% 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|$78,492|$46,579|$30,367|—|—|

| 2023|$69,853|$41,110|$28,743|—|—|

| 2022|$72,187|$42,960|$29,227|—|—|

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