# Houstons, INC. 401(k) Plan
Source: https://planprovider.pro/companies/houstons-inc-401k-plan

> Houstons, INC.'s 401(k) plan: 185 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/multnomah-group) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [DOUGALL CONRADIE LLC](https://planprovider.pro/provider/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|—|—|—|—|

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