# Herzog-Meier Auto Center 401(k) Plan
Source: https://planprovider.pro/companies/herzog-meier-auto-center-401k-plan

> Herzog-Meier Auto Center's 401(k) plan: 82 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Herzog-Meier Auto Center

- **Sponsor EIN:** 930989771

- **Sponsor Address:** 4275 SW 139TH WAY, BEAVERTON, OR, 97005

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

- **Total Participants:** 82

- **Total Assets:** $8.3M

## 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|82|$8.3M|$298,303|$464,618|

| 2023|88|$7.0M|$216,072|$457,687|

| 2022|80|$6.3M|$269,295|$471,903|

## 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|

| PERKINS & COMPANY, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PERKINS & COMPANY, P.C.](https://planprovider.pro/provider/perkins-and-company-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|$40,214|$17,956|—|—|—|

| 2023|$37,067|$15,215|—|—|—|

| 2022|$39,323|—|—|—|—|

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