Plan Snapshot
- Plan Sponsor: Wilson Construction Company
- Sponsor EIN: 930455270
- Sponsor Address: PO BOX 1190, CANBY, OR, 97013
- Plan Type: 401(k)
- Total Participants: 237
- Total Assets: $49.0M
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 | 237 | $49.0M | $1.4M | $2.3M |
| 2023 | 213 | $41.4M | $1.2M | $2.0M |
| 2022 | 185 | $34.2M | $1.1M | $1.8M |
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 |
|---|---|---|---|---|
| HOFFMAN, STEWART & SCHMIDT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOFFMAN, STEWART & SCHMIDT — 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 | $40,134 | $35,024 | $5,110 | — | — |
| 2023 | $38,490 | $35,000 | $3,490 | — | — |
| 2022 | $38,322 | — | $38,322 | — | — |