Plan Snapshot
- Plan Sponsor: Lile International Companies, INC.
- Sponsor EIN: 930507242
- Sponsor Address: 8060 SW PFAFFLE STREET, STE. 200, TIGARD, OR, 97223
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $6.4M
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 | 96 | $6.4M | $0 | $196,023 |
| 2023 | 100 | $6.1M | $18,523 | $204,446 |
| 2022 | 108 | $5.6M | $128,884 | $226,290 |
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 |
|---|---|---|---|---|
| HOFFMAN, STEWART & SCHMIDT, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOFFMAN, STEWART & SCHMIDT, P.C. — Auditor
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 | $45,275 | $15,489 | $23,286 | — | — |
| 2023 | $37,931 | $14,128 | $22,403 | — | — |
| 2022 | $38,062 | $14,164 | $22,498 | — | — |