Plan Snapshot
- Plan Sponsor: The Springs Living, LLC
- Sponsor EIN: 273158705
- Sponsor Address: 3330 SE THREE MILE LANE, MCMINNVILLE, OR, 97128
- Plan Type: 401(k)
- Total Participants: 1,791
- Total Assets: $11.8M
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 | 1,791 | $11.8M | $366,103 | $1.4M |
| 2023 | 1,594 | $9.0M | $376,205 | $1.2M |
| 2022 | 1,470 | $7.1M | $340,549 | $1.0M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $83,533 | — | $83,533 |
| JONES AND ROTH PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- JONES AND ROTH PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,533
- Estimated Expense Ratio: 0.708% 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 | $23,527 | — | $23,527 | — | — |
| 2023 | $16,346 | — | $16,346 | — | — |
| 2022 | $21,554 | — | $21,554 | — | — |