Plan Snapshot
- Plan Sponsor: Jerry'S Building Materials, INC.
- Sponsor EIN: 930612307
- Sponsor Address: PO BOX 2611, EUGENE, OR, 97402
- Plan Type: 401(k)
- Total Participants: 277
- Total Assets: $18.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 277 | $18.8M | $0 | $875,284 |
| 2023 | 273 | $17.0M | $0 | $833,020 |
| 2022 | 264 | $14.7M | $0 | $866,623 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $56,830 | — | $56,830 |
| ROEHL & YI INVESTMENT ADVISORS | INVESTMENT ADVISOR | $25,122 | $2,012 | $27,134 |
| PRIME PENSIONS NORTHWEST, LLC | OTHER SERVICES | — | $19,690 | $19,690 |
| KERNUTT STOKES | Auditor | $3,912 | — | $3,912 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERNUTT STOKES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,566
- Estimated Expense Ratio: 0.572% 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 | $87,921 | $27,153 | $56,856 | $3,912 | — |
| 2023 | $75,659 | $22,905 | $50,753 | $2,001 | — |
| 2022 | $76,542 | $23,534 | $50,637 | — | $2,100 |