# J. Frank Schmidt & Son Co. 401(k) Plan
Source: https://planprovider.pro/companies/j-frank-schmidt-son-co-401k-plan

> J. Frank Schmidt & Son Co.'s 401(k) plan: 315 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J. Frank Schmidt & Son Co.

- **Sponsor EIN:** 930479869

- **Sponsor Address:** 9500 SOUTHEAST 327TH AVENUE, BORING, OR, 97009

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

- **Total Participants:** 315

- **Total Assets:** $13.7M

## 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|315|$13.7M|$549,394|$811,636|

| 2023|417|$13.1M|$504,622|$717,967|

| 2022|325|$10.8M|$479,244|$697,241|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$34,780|—|$34,780|

| FISHER ASSET MANAGEMENT LLC|OTHER|$14,209|—|$14,209|

| FISHER ASSET MANAGEMENT, LLC|NONE|$7,334|—|$7,334|

| ALDRICH CPAS + ADVISORS LLP|Auditor|—|—|$0|

### 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:** $56,323

- **Estimated Expense Ratio:** 0.411% 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|$56,134|$7,334|$3,299|—|—|

| 2023|$35,470|—|—|—|—|

| 2022|$54,168|—|—|—|$54,168|

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