Plan Snapshot
- Plan Sponsor: Linn Gear Company, INC.
- Sponsor EIN: 930457345
- Sponsor Address: P.O. BOX 397 100 N. 8TH ST., LEBANON, OR, 97355
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $5.4M
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 | 86 | $5.4M | $12,067 | $253,332 |
| 2023 | 91 | $6.7M | $11,956 | $255,838 |
| 2022 | 96 | $6.9M | $15,604 | $298,951 |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | INVESTMENT ADVISOR | $15,909 | — | $15,909 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $14,951 | — | $14,951 |
| DOUGALL CONRADIE LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOUGALL CONRADIE LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,860
- Estimated Expense Ratio: 0.568% 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 | $31,484 | $16,533 | — | — | — |
| 2023 | $32,844 | $17,864 | — | — | — |
| 2022 | $57,504 | — | $57,504 | — | — |