# Wood Mechanix Holding Company 401(k) Plan
Source: https://planprovider.pro/companies/wood-mechanix-holding-company-401k-plan

> Wood Mechanix Holding Company's 401(k) plan: 83 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wood Mechanix Holding Company

- **Sponsor EIN:** 931046448

- **Sponsor Address:** 1675 SW MARLOW AVE, SUITE 330, PORTLAND, OR, 97225

- **Plan Type:** 401(k)

- **Total Participants:** 83

- **Total Assets:** $10.0M

## 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|83|$10.0M|$1.9M|$141,541|

| 2023|184|$9.3M|$1.5M|$136,967|

| 2022|231|$8.0M|$2.1M|$146,792|

## 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|

| CHRIS T. BENNETT|Auditor|—|—|$0|

## 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|$40,733|$7,103|$21,482|—|—|

| 2023|$47,590|—|—|—|—|

| 2022|$46,168|$46,168|—|—|—|

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