# Norris &amp; Stevens, INC. 401(k) Plan
Source: https://planprovider.pro/companies/norris-stevens-inc-401k-plan-001

> Norris &amp; Stevens, INC.&#39;s 401(k) plan: 286 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Norris & Stevens, INC.

- **Sponsor EIN:** 930570087

- **Sponsor Address:** 900 SW 5TH, SUITE 1700, PORTLAND, OR, 97204

- **Plan Type:** 401(k)

- **Total Participants:** 286

- **Total Assets:** $9.4M

## 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|286|$9.4M|$0|$0|

| 2023|286|$8.7M|$0|$0|

| 2022|286|$7.4M|$0|$0|

## Similar Plans

- [Doug Bean & Associates, INC.](https://planprovider.pro/companies/doug-bean-associates-inc-401k-plan) — 15 participants

- [Ukiah Properties, INC](https://planprovider.pro/companies/ukiah-properties-inc-plan) — 5 participants

- [Coast Real Estate, INC.](https://planprovider.pro/companies/coast-real-estate-inc-plan) — 4 participants

- [Pres, PC](https://planprovider.pro/companies/pres-pc-plan) — 2 participants

- [Pacific West Properties, INC.](https://planprovider.pro/companies/pacific-west-properties-inc-plan) — 2 participants

- [Linda Tipton Management, INC](https://planprovider.pro/companies/linda-tipton-management-inc-plan) — 1 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/norris-stevens-inc-401k-plan-001)

&copy; 2026 PlanProvider.Pro
