Plan Snapshot
- Plan Sponsor: Hollingsworth & Vose Company
- Sponsor EIN: 592401723
- Sponsor Address: 1115 SE CRYSTAL LAKE DRIVE, CORVALLIS, OR, 97333
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $10.1M
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 | 126 | $10.1M | $347,653 | $522,059 |
| 2023 | 111 | $8.4M | $356,698 | $481,232 |
| 2022 | 107 | $7.5M | $316,956 | $418,996 |
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 |
|---|---|---|---|---|
| AAFCPAS, INC. | Auditor | — | — | $0 |
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 | $26,891 | $1,713 | — | — | — |
| 2023 | $9,318 | $2,827 | — | — | — |
| 2022 | $5,251 | $3,745 | — | — | — |