# Gem Equipment Of Oregon, INC 401(k) Plan
Source: https://planprovider.pro/companies/gem-equipment-of-oregon-inc-401k-plan

> Gem Equipment Of Oregon, INC's 401(k) plan: 128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gem Equipment Of Oregon, INC

- **Sponsor EIN:** 930572107

- **Sponsor Address:** 2150 PROGRESS WAY, WOODBURN, OR, 97071

- **Plan Type:** 401(k)

- **Total Participants:** 128

- **Total Assets:** $10.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|128|$10.9M|$293,122|$584,402|

| 2023|134|$10.0M|$310,898|$583,897|

| 2022|127|$8.3M|$289,835|$564,982|

## 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 ADVISORS LLP|Auditor|$11,025|—|$11,025|

### Verified Provider Profiles

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

- [ALDRICH CPAS ADVISORS LLP](https://planprovider.pro/provider/aldrich-cpas-advisors-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,025

- **Estimated Expense Ratio:** 0.101% 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|$91,311|—|—|$11,025|—|

| 2023|$47,244|—|—|—|—|

| 2022|$50,853|—|$50,853|—|—|

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