Plan Snapshot
- Plan Sponsor: Mitchell Lewis & Staver Co.
- Sponsor EIN: 930332159
- Sponsor Address: 9935 SW COMMERCE CIRCLE, WILSONVILLE, OR, 97070
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $12.2M
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 | 176 | $12.2M | $335,970 | $1.1M |
| 2023 | 175 | $11.3M | $353,751 | $1.1M |
| 2022 | 216 | $10.1M | $285,908 | $878,042 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $56,263 | — | $56,263 |
| DESCHUTES INVESTMENT CONSULTING | NONE | $16,313 | — | $16,313 |
| KERNUTT STOKES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- KERNUTT STOKES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,576
- Estimated Expense Ratio: 0.595% 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 | $72,580 | $16,313 | $56,267 | — | — |
| 2023 | $68,901 | — | $68,901 | — | — |
| 2022 | $82,086 | — | $82,086 | — | — |