# Silver Falls Mso, LLC 401(k) Plan
Source: https://planprovider.pro/companies/silver-falls-mso-llc-401k-plan

> Silver Falls Mso, LLC's 401(k) plan: 560 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Silver Falls Mso, LLC

- **Sponsor EIN:** 832897825

- **Sponsor Address:** 1793 13TH STREET SE, SALEM, OR, 97302

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

- **Total Participants:** 560

- **Total Assets:** $28.6M

## 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|560|$28.6M|$1.4M|$2.4M|

| 2023|525|$26.2M|$1.2M|$2.3M|

| 2022|440|$20.2M|$1.1M|$2.3M|

## 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|

| EMPOWER ANNUITY INSURANCE CO.|RECORDKEEPER|$44,502|—|$44,502|

| COMMONWEALTH EQUITY SERVICES, INC.|INVESTMENT/ FINANCIAL AD|$39,272|—|$39,272|

| THE MANDMARBLESTONE GROUP LLC|CONTRACT ADMIN|$23,871|—|$23,871|

| WORTHY & COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [COMMONWEALTH EQUITY SERVICES, INC.](https://planprovider.pro/provider/commonwealth-financial-network) — INVESTMENT/ FINANCIAL AD

- [WORTHY & COMPANY, LLC](https://planprovider.pro/provider/worthy-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $107,645

- **Estimated Expense Ratio:** 0.376% 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|$148,174|$39,272|$108,902|—|—|

| 2023|$117,075|$51,256|$65,819|—|—|

| 2022|$115,490|—|—|—|—|

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