Plan Snapshot
- Plan Sponsor: Leupold & Stevens, INC.
- Sponsor EIN: 930372974
- Sponsor Address: P. O. BOX 688, BEAVERTON, OR, 970750688
- Plan Type: 401(k)
- Total Participants: 805
- Total Assets: $147.1M
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 | 805 | $147.1M | $4.7M | $5.5M |
| 2023 | 795 | $125.3M | $4.6M | $5.2M |
| 2022 | 811 | $103.3M | $4.4M | $5.1M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $146,285 | — | — | — | — |
| 2023 | $104,917 | — | — | — | — |
| 2022 | $123,696 | — | — | — | — |