Plan Snapshot
- Plan Sponsor: Caring Places Management
- Sponsor EIN: 261434249
- Sponsor Address: 2040 A STREET, FOREST GROVE, OR, 97116
- Plan Type: 401(k)
- Total Participants: 644
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 644 | $5.5M | $795,700 | $895,520 |
| 2023 | 747 | $4.8M | $619,227 | $593,819 |
| 2022 | 641 | $3.3M | $477,031 | $537,435 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $32,204 | — | $32,204 |
| FOSTER & WOOD INC DBA FOSTER & WOOD | INVESTMENT ADVISOR | $12,099 | — | $12,099 |
| JASON E UNDERWOOD CPA LLC | AUDITOR | $7,500 | — | $7,500 |
| JASON UNDERWOOD CPA, PLLC | Auditor | $7,500 | — | $7,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JASON UNDERWOOD CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,303
- Estimated Expense Ratio: 1.085% 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 | $124,116 | $13,459 | — | $7,500 | — |
| 2023 | $74,477 | $61,991 | $12,486 | — | — |
| 2022 | $97,249 | $18,223 | $71,826 | — | $7,200 |