# Southern Oregon Aspire INC 401(k) Plan
Source: https://planprovider.pro/companies/southern-oregon-aspire-inc-401k-plan

> Southern Oregon Aspire INC's 401(k) plan: 136 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ALDRICH CPAS AND ADVISORS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ALDRICH CPAS AND ADVISORS LLP](https://planprovider.pro/provider/aldrich-cpas-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|$12,596|$8,721|$3,875|—|—|

| 2023|$11,148|$8,648|$2,500|—|—|

| 2022|$23,785|$6,821|$13,864|—|$3,100|

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