# Mitchell Lewis & Staver Co. 401(k) Plan
Source: https://planprovider.pro/companies/mitchell-lewis-staver-co-401k-plan

> Mitchell Lewis & Staver Co.'s 401(k) plan: 176 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [KERNUTT STOKES LLP](https://planprovider.pro/provider/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|—|—|

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