Plan Snapshot
- Plan Sponsor: Southern Oregon Aspire INC
- Sponsor EIN: 930654596
- Sponsor Address: 1465 NE 7TH ST, GRANTS PASS, OR, 975261363
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $2.0M
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 | 136 | $2.0M | $100,643 | $173,607 |
| 2023 | 166 | $1.9M | $101,508 | $193,045 |
| 2022 | 171 | $1.6M | $75,484 | $182,378 |
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 |
|---|---|---|---|---|
| NATIONWIDE | Insurance Carrier | $15,252 | — | $15,252 |
| HARFST & ASSOCIATES, INC | Other Service Provider | $8,471 | — | $8,471 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Insurance Carrier
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,723
- Estimated Expense Ratio: 1.210% 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 | $12,596 | $8,721 | $3,875 | — | — |
| 2023 | $11,148 | $8,648 | $2,500 | — | — |
| 2022 | $23,785 | $6,821 | $13,864 | — | $3,100 |