Plan Snapshot
- Plan Sponsor: Income Property Management, Co.
- Sponsor EIN: 930703692
- Sponsor Address: 1800 SW 1ST AVE. SUITE 220, PORTLAND, OR, 97201
- Plan Type: 401(k)
- Total Participants: 450
- Total Assets: $7.2M
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 | 450 | $7.2M | $183,078 | $767,291 |
| 2023 | 413 | $6.2M | $152,670 | $608,854 |
| 2022 | 172 | $5.0M | $118,787 | $449,258 |
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 ADAM | ACCOUNTANT/AUDITOR | $31,498 | — | $31,498 |
| TEMPLETON AND COMPANY | Auditor | $31,498 | — | $31,498 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $24,188 | — | $24,188 |
| DESCHUTES INVESTMENT CONSULTING LL | ADVISOR | $18,863 | — | $18,863 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS ADAM — ACCOUNTANT/AUDITOR
- TEMPLETON AND COMPANY — Auditor
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,047
- Estimated Expense Ratio: 1.470% 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 | $78,717 | $23,031 | — | $31,498 | — |
| 2023 | $38,380 | $18,056 | — | — | — |
| 2022 | $39,477 | $1,777 | — | — | — |