# Capital Manor, INC. 401(k) Plan
Source: https://planprovider.pro/companies/capital-manor-inc-930498054-002

> Capital Manor, INC.&#39;s 401(k) plan: 250 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Capital Manor, INC.

- **Sponsor EIN:** 930498054

- **Sponsor Address:** 1955 DALLAS HWY NW, STE 1200, SALEM, OR, 97304

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

- **Plan Number:** 002

- **Total Participants:** 250

- **Total Assets:** $6.1M

## 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|250|$6.1M|$110,043|$446,564|

| 2023|253|$5.3M|$93,891|$402,935|

| 2022|234|$4.6M|$96,119|$352,203|

## 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|

| STANCORP FINANCIAL GROUP|Recordkeeper|$32,396|$1,423|$33,819|

| CASCADE EMPLOYERS ASSOCIATION, INC.|Other Service Provider|$18,801|—|$18,801|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $52,620

- **Estimated Expense Ratio:** 0.859% 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|$51,197|—|$51,197|—|—|

| 2023|$44,507|—|$44,507|—|—|

| 2022|$49,954|—|$49,954|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/capital-manor-inc-930498054-002)

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