Plan Snapshot
- Plan Sponsor: Beaverton Toyota, INC.
- Sponsor EIN: 930588014
- Sponsor Address: 4300 SW MURRAY RD, BEAVERTON, OR, 97005
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $15.5M
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 | 170 | $15.5M | $471,048 | $923,407 |
| 2023 | 164 | $13.3M | $444,145 | $812,121 |
| 2022 | 141 | $10.6M | $426,761 | $759,809 |
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 |
|---|---|---|---|---|
| WORTHY & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WORTHY & COMPANY, LLC — 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 | $45,388 | $41,938 | — | — | — |
| 2023 | $41,320 | $37,869 | — | — | — |
| 2022 | $39,889 | $36,741 | — | — | — |