Plan Snapshot
- Plan Sponsor: Les Schwab Warehouse Center, LLC
- Sponsor EIN: 930470437
- Sponsor Address: 20900 COOLEY ROAD, BEND, OR, 97701
- Plan Type: DC
- Total Participants: 6,051
- Total Assets: $865.4M
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. |
|---|---|---|---|---|
| 2024 | 6,051 | $865.4M | $47.8M | $0 |
| 2023 | 5,738 | $805.5M | $44.2M | $0 |
| 2022 | 5,463 | $730.9M | $40.8M | $0 |
| 2020 | 5,290 | $770.3M | $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 |
|---|---|---|---|---|
| JONES & ROTH P.C. | Auditor | $39,800 | — | $39,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES & ROTH P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,800
- Estimated Expense Ratio: 0.005% 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 | $2,982,649 | $2,514,819 | — | $39,800 | — |
| 2023 | $3,008,295 | $2,663,337 | — | $39,000 | — |
| 2022 | $2,625,889 | $2,328,844 | — | — | $177,004 |
| 2020 | $3,121,123 | $2,704,205 | — | — | — |