Plan Snapshot
- Plan Sponsor: Les Schwab Independent Member - Dealer Employee Benefits Trust
- Sponsor EIN: 931224614
- Sponsor Address: PO BOX 12888, SALEM, OR, 97301
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 512
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 512 | $0 | $0 | $0 |
| 2024 | 544 | $0 | $0 | $0 |
| 2023 | 541 | $0 | $0 | $0 |
| 2022 | 564 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| DWS HOLDINGS DBA PINNACLE PEAK ADM. | Recordkeeper | $94,221 | — | $94,221 |
| AMERITAS LIFE INSURANCE CORP. | Other Service Provider | $34,518 | — | $34,518 |
| NSQUARED CONSULTING, LLC | Other Service Provider | $15,883 | — | $15,883 |
| MODERN BENEFITS SOLUTIONS | Other Service Provider | $14,027 | — | $14,027 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $158,649
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |