Plan Snapshot
- Plan Sponsor: States Industries, LLC
- Sponsor EIN: 273216331
- Sponsor Address: 29545 EAST ENID ROAD PO BOX 41150, EUGENE, OR, 97402
- Plan Type: 401(k)
- Total Participants: 310
- Total Assets: $17.0M
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 | 310 | $17.0M | $440,128 | $1.4M |
| 2023 | 282 | $15.6M | $356,732 | $1.3M |
| 2022 | 300 | $13.4M | $437,516 | $1.3M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING LLC | INVESTMENT ADVISOR | $38,065 | — | $38,065 |
| JPMORGAN INVEST HOLDINGS LLC | RECORDKEEPER | $20,635 | — | $20,635 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,700
- Estimated Expense Ratio: 0.344% 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 | $58,700 | $38,065 | — | — | — |
| 2023 | $58,298 | $37,896 | — | — | — |
| 2022 | $61,203 | — | $61,203 | — | — |