# Springbrook Holding Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/springbrook-holding-company-llc-401k-plan

> Springbrook Holding Company, LLC's 401(k) plan: 227 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Springbrook Holding Company, LLC

- **Sponsor EIN:** 473479552

- **Sponsor Address:** 21370 SW LANGER FARMS PKWY, SHERWOOD, OR, 97140

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

- **Total Participants:** 227

- **Total Assets:** $14.3M

## 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|227|$14.3M|$461,598|$1.9M|

| 2023|193|$11.3M|$485,765|$1.6M|

| 2022|152|$8.0M|$323,885|$1.2M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$33,100|—|$33,100|

| OSTROW REISIN BERK AND ABRAMS LTD|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [OSTROW REISIN BERK AND ABRAMS LTD](https://planprovider.pro/provider/ostrow-reisin-berk-and-abrams-ltd) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $33,100

- **Estimated Expense Ratio:** 0.232% 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|$33,100|—|—|—|—|

| 2023|$30,399|—|—|—|—|

| 2022|$1,209,991|—|$24,120|—|—|

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