Plan Snapshot
- Plan Sponsor: Stahlbush Island Farms, INC.
- Sponsor EIN: 931031739
- Sponsor Address: 3122 SE STAHLBUSH ISLAND RD, CORVALLIS, OR, 973332709
- Plan Type: 401(k)
- Total Participants: 390
- Total Assets: $6.7M
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 | 390 | $6.7M | $208,995 | $313,668 |
| 2023 | 456 | $5.5M | $197,229 | $297,890 |
| 2022 | 523 | $5.0M | $209,749 | $321,222 |
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 ADVISORS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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 | $7,308 | — | $7,308 | — | — |
| 2023 | $10,142 | — | $10,142 | — | — |
| 2022 | $11,969 | — | — | — | $11,969 |