Plan Snapshot
- Plan Sponsor: Oregon Ice Cream LLC
- Sponsor EIN: 931210029
- Sponsor Address: 885 GRANT STREET, EUGENE, OR, 97402
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $6.0M
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 | 157 | $6.0M | $194,013 | $561,457 |
| 2023 | 171 | $5.0M | $185,471 | $533,435 |
| 2022 | 187 | $4.2M | $213,756 | $581,455 |
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 |
|---|---|---|---|---|
| ALDRICH CPA'S AND ADVISORS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALDRICH CPA'S AND ADVISORS LLP — Auditor
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 | $44,182 | $23,442 | — | — | — |
| 2023 | $39,745 | $18,982 | — | — | — |
| 2022 | $34,345 | $17,261 | $17,084 | — | — |