Plan Snapshot
- Plan Sponsor: Landmark Ford, INC.
- Sponsor EIN: 930743187
- Sponsor Address: 12000 SW 66TH AVE., TIGARD, OR, 97223
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $13.0M
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 | 159 | $13.0M | $170,398 | $525,182 |
| 2023 | 140 | $12.9M | $164,550 | $524,887 |
| 2022 | 140 | $11.5M | $172,667 | $559,693 |
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 |
|---|---|---|---|---|
| REKDAL HOPKINS HOWARD, PS CPA'S | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REKDAL HOPKINS HOWARD, PS CPA'S — 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 | $52,553 | $12,696 | — | — | — |
| 2023 | $49,831 | $10,871 | — | — | — |
| 2022 | $49,613 | — | $49,613 | — | — |