Plan Snapshot
- Plan Sponsor: Davis Tool, INC.
- Sponsor EIN: 930774431
- Sponsor Address: 3740 NE ALOCLEK DRIVE, HILLSBORO, OR, 97124
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $12.1M
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 | 109 | $12.1M | $290,390 | $516,568 |
| 2023 | 110 | $12.0M | $274,775 | $494,683 |
| 2022 | 134 | $10.9M | $282,886 | $560,106 |
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 |
|---|---|---|---|---|
| DAY CPA SERVICES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAY CPA SERVICES, P.C. — 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 | $1,541 | — | — | — | — |
| 2023 | $1,824 | — | — | — | — |
| 2022 | $1,440 | — | — | — | — |