# Powin Energy Operating LLC 401(k) Plan
Source: https://planprovider.pro/companies/powin-energy-operating-llc-401k-plan

> Powin Energy Operating LLC's 401(k) plan: 493 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Powin Energy Operating LLC

- **Sponsor EIN:** 862256487

- **Sponsor Address:** 1414 NW NORTHRUP ST, PORTLAND, OR, 97209

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

- **Total Participants:** 493

- **Total Assets:** $23.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|493|$23.1M|$2.1M|$4.7M|

| 2023|392|$14.5M|$1.5M|$3.6M|

| 2022|310|$7.5M|$943,508|$2.4M|

## 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 WEALTH LIMITED PARTNERSHIP|INVESTMENT ADVISOR|$71,013|—|$71,013|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$60,327|—|$60,327|

| RUDDCO|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RUDDCO](https://planprovider.pro/provider/rudd-and-company-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $131,340

- **Estimated Expense Ratio:** 0.568% 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|$131,340|$71,013|—|—|—|

| 2023|$78,388|$46,715|—|—|—|

| 2022|$19,792|$1,625|$9,821|—|—|

## Similar Plans

- [Pacific Air Switch Corporation](https://planprovider.pro/companies/pacific-air-switch-corporation-401k-plan) — 463 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/powin-energy-operating-llc-401k-plan)

© 2026 PlanProvider.Pro