Plan Snapshot
- Plan Sponsor: 401(K) Profit-Sharing Plan For Employees Of Mid-Willamette Valley Comm
- Sponsor EIN: 237056987
- Sponsor Address: 2475 CENTER ST NE, SALEM, OR, 973014520
- Plan Type: 401(k)
- Total Participants: 522
- Total Assets: $10.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 522 | $10.6M | $659,959 | $652,743 |
| 2023 | 420 | $8.5M | $589,420 | $548,228 |
| 2022 | 396 | $6.8M | $523,110 | $508,357 |
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 |
|---|---|---|---|---|
| GROVE, MUELLER & SWANK, P.C. | 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 | $10,090 | — | — | — | — |
| 2023 | $5,351 | — | — | — | — |
| 2022 | $8,103 | — | — | — | — |