# Hennebery Eddy Architects, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hennebery-eddy-architects-inc-plan

> Hennebery Eddy Architects, INC.'s 401(k) plan: 104 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hennebery Eddy Architects, INC.

- **Sponsor EIN:** 931228592

- **Sponsor Address:** 921 SW WASHINGTON SUITE 250, PORTLAND, OR, 97205

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

- **Total Participants:** 104

- **Total Assets:** $18.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|104|$18.7M|$1.4M|$1.1M|

| 2023|136|$13.6M|$642,114|$874,068|

| 2022|113|$10.5M|$527,384|$751,858|

## 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|

| JONES & ROTH, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JONES & ROTH, P.C.](https://planprovider.pro/provider/jones-and-roth-pc) — 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|$74,153|$38,672|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Lrs Architects, INC.](https://planprovider.pro/companies/lrs-architects-inc-401k-plan) — 107 participants

- [Scott Edwards Architecture, LLP](https://planprovider.pro/companies/scott-edwards-archtitecture-llp-401k-plan) — 85 participants

- [Sera Architects, INC.](https://planprovider.pro/companies/sera-architects-inc-401k-plan) — 73 participants

- [Sera Architects, INC.](https://planprovider.pro/companies/sera-architects-inc-plan) — 73 participants

- [Ankrom Moisan Architects, INC.](https://planprovider.pro/companies/ankrom-moisan-architects-inc-plan-002) — 137 participants

- [Ankrom Moisan Architects INC](https://planprovider.pro/companies/ankrom-moisan-architects-inc-plan-001) — 146 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hennebery-eddy-architects-inc-plan)

© 2026 PlanProvider.Pro