# Industrial Finishes & Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/industrial-finishes-systems-inc-401k-plan

> Industrial Finishes & Systems, INC.'s 401(k) plan: 369 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Industrial Finishes & Systems, INC.

- **Sponsor EIN:** 930520246

- **Sponsor Address:** PO BOX 21510, EUGENE, OR, 97402

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

- **Total Participants:** 369

- **Total Assets:** $28.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|369|$28.9M|$1.2M|$1.6M|

| 2023|332|$27.8M|$1.2M|$1.5M|

| 2022|341|$24.2M|$579,975|$686,369|

## 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|

| SAPIENT WEALTH MANAGEMENT SERVICES|INVESTMENT ADVISOR|$86,363|—|$86,363|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$79,466|—|$79,466|

| PRIME PENSIONS NORTHWEST, LLC|TPA|$55,565|—|$55,565|

| MOSS ADAMS LLP|AUDITOR|$27,000|—|$27,000|

| BAKER TILLY US, LLP|Auditor|$27,000|—|$27,000|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $275,394

- **Estimated Expense Ratio:** 0.954% 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|$327,608|$165,828|$79,215|$27,000|—|

| 2023|$264,099|$149,191|$71,793|$20,123|—|

| 2022|$143,953|$69,996|$34,413|—|$39,453|

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