# Beaverton Toyota, INC. 401(k) Plan
Source: https://planprovider.pro/companies/beaverton-toyota-inc-plan

> Beaverton Toyota, INC.'s 401(k) plan: 170 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FOSTER WEALTH INC.|NONE|$41,938|—|$41,938|

| WORTHY & COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WORTHY & COMPANY, LLC](https://planprovider.pro/provider/worthy-and-company-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $41,938

- **Estimated Expense Ratio:** 0.271% 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|$45,388|$41,938|—|—|—|

| 2023|$41,320|$37,869|—|—|—|

| 2022|$39,889|$36,741|—|—|—|

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