Plan Snapshot
- Plan Sponsor: Houstons, INC.
- Sponsor EIN: 930457161
- Sponsor Address: 9799 SW FREEMAN DR, WILSONVILLE, OR, 97070
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $16.7M
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 | 185 | $16.7M | $408,492 | $728,109 |
| 2023 | 164 | $14.7M | $346,368 | $610,049 |
| 2022 | 167 | $12.5M | $365,713 | $555,351 |
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 |
|---|---|---|---|---|
| MULTNOMAH GROUP, INC. | INVESTMENT/FINANCIAL ADVI | $8,610 | — | $8,610 |
| ADP, INC. | RECORD KEEPER | $7,416 | — | $7,416 |
| DOUGALL CONRADIE LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MULTNOMAH GROUP, INC. — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- DOUGALL CONRADIE LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,026
- Estimated Expense Ratio: 0.096% 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 | $16,026 | $8,610 | — | — | — |
| 2023 | $6,143 | — | — | — | — |
| 2022 | $7,558 | — | — | — | — |