# States Industries, LLC 401(k) Plan
Source: https://planprovider.pro/companies/states-industries-llc-401k-plan

> States Industries, LLC's 401(k) plan: 310 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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