# Income Property Management, Co. 401(k) Plan
Source: https://planprovider.pro/companies/income-property-management-co-401k-plan

> Income Property Management, Co.'s 401(k) plan: 450 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/milliman) — ACCOUNTANT/AUDITOR

- [TEMPLETON AND COMPANY](https://planprovider.pro/provider/templeton-and-company-llp) — Auditor

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|

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