Plan Snapshot
- Plan Sponsor: Epson Portland INC.
- Sponsor EIN: 930882588
- Sponsor Address: 3950 NE ALOCLEK DRIVE, HILLSBORO, OR, 97124
- Plan Type: 401(k)
- Total Participants: 293
- Total Assets: $56.6M
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 | 293 | $56.6M | $702,792 | $1.9M |
| 2023 | 306 | $51.4M | $691,890 | $1.8M |
| 2022 | 297 | $45.1M | $661,232 | $1.8M |
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 |
|---|---|---|---|---|
| MOSS ADAMS LLP | Auditor | $23,625 | — | $23,625 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS ADAMS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,625
- Estimated Expense Ratio: 0.042% 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 | $114,302 | $16,896 | — | $23,625 | — |
| 2023 | $106,188 | $4,565 | — | $40,950 | — |
| 2022 | $94,312 | $28,160 | — | — | — |