Plan Snapshot
- Plan Sponsor: Carr Auto Group, INC.
- Sponsor EIN: 930959413
- Sponsor Address: PO BOX 4545, BEAVERTON, OR, 970764545
- Plan Type: 401(k)
- Total Participants: 259
- Total Assets: $22.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 259 | $22.7M | $632,735 | $1.1M |
| 2023 | 263 | $20.0M | $650,105 | $1.1M |
| 2022 | 253 | $16.6M | $595,509 | $1.1M |
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 |
|---|---|---|---|---|
| PENSION PLAN SPECIALISTS, PC | TPA | $5,467 | — | $5,467 |
| 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: $5,467
- Estimated Expense Ratio: 0.024% 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 | $126,455 | — | $120,988 | — | — |
| 2023 | $116,838 | — | $111,888 | — | — |
| 2022 | $103,114 | — | $103,114 | — | — |