Original filing (PDF)20251005173925NAL0001535843001

Mitchell Lewis & Staver Co.

Name: Mitchell Lewis & Staver Co. — Mitchell Lewis &, Form 5500 (2024)
Creator: Mitchell Lewis & Staver Co.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan

401(k) retirement plan · Mitchell Lewis & Staver Co.'s Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan held $12.2M in plan assets for 176 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

176

Accounts w/ balance

225

Plan assets (EOY)

$12.2M

Net assets (EOY)

$12.2M

How this plan invests

This plan

14 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (15th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MITCHELL LEWIS & STAVER CO..

Plan sponsor

Name

MITCHELL LEWIS & STAVER CO.

EIN

93-0332159all filings

Address

9935 SW COMMERCE CIRCLE · WILSONVILLE, OR · 97070

Phone

(503) 682-1800

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$56K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
DESCHUTES INVESTMENT CONSULTING	27-3525757	—	NONE	$16K	—

Investments

14 direct securities· $12.2M(100% of reported assets)

Mutual Funds

$5.3M

9 holdings

Other securities

$2.9M

2 holdings

Common Collective Trusts

$2.0M

1 holding

Stable Value

$1.9M

1 holding

Bonds / Notes

$86K

1 holding

					% of plan
Metropolitan West Total Return Bd Plan Fund Mutual Funds	Other securities	—	—	$2.9M	23.5%
Vanguard 500 Index Admiral Fund Mutual Funds	Common Collective Trusts	—	—	$2.0M	16.5%
Standard Stable Asset Fund Guaranteed Investment Contract	Stable Value	—	—	$1.9M	15.5%
Vanguard Developed Markets Index Admiral Fund Mutual Funds	Mutual Funds	—	—	$1.7M	13.6%
Vanguard Growth Index Admiral Fund Mutual Funds	Mutual Funds	—	—	$1.2M	10.1%
Dodge & Cox Stock Fund Mutual Funds	Mutual Funds	—	—	$964K	7.9%
Vanguard Small Cap Index Admiral Fund Mutual Funds	Mutual Funds	—	—	$558K	4.6%
Vanguard Mid Cap Growth Index Admiral Fund Mutual Funds	Mutual Funds	—	—	$366K	3.0%
Vanguard Mid Cap Value Index Admiral Fund Mutual Funds	Mutual Funds	—	—	$340K	2.8%
Vanguard Balanced Index Admiral Fund Mutual Funds	Mutual Funds	—	—	$199K	1.6%
Notes receivable from participants Bearing interest at 3.25%-8.50% -	Bonds / Notes	—	—	$86K	0.7%
DFA Global Real Estate Securities Portfolio Fund Mutual Funds	Mutual Funds	—	—	$4K	<0.1%
Vanguard Small Cap Value Index Admiral Fund Mutual Funds	Mutual Funds	—	—	$3K	<0.1%
VanEck Emerging Markets Fund Mutual Funds	Other securities	—	—	$2K	<0.1%