# Jerry'S Building Materials, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jerrys-building-materials-inc-401k-plan

> Jerry'S Building Materials, INC.'s 401(k) plan: 277 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/kernutt-stokes-llp) — 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|

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