# The Springs Living, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-springs-living-llc-401k-plan

> The Springs Living, LLC's 401(k) plan: 1,791 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [JONES AND ROTH PC](https://planprovider.pro/provider/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|—|—|

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