Plan Snapshot
- Plan Sponsor: Mccord'S Vancouver Auto Center, INC.
- Sponsor EIN: 911180183
- Sponsor Address: 10455 NE 53RD STREET, VANCOUVER, WA, 98662
- Plan Type: 401(k)
- Total Participants: 205
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 205 | $9.5M | $307,831 | $812,444 |
| 2023 | 188 | $8.1M | $341,127 | $864,020 |
| 2022 | 181 | $6.7M | $307,617 | $868,414 |
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 |
|---|---|---|---|---|
| PROACCOUNT | INVESTMENT ADVISOR | $33,626 | — | $33,626 |
| CONCURRENT INVESTMENT ADVISORS | INVESTMENT ADVISOR | $31,651 | — | $31,651 |
| NATIONWIDE | RECORDKEEPER | $21,283 | — | $21,283 |
| WORTHY & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PROACCOUNT — INVESTMENT ADVISOR
- NATIONWIDE — RECORDKEEPER
- WORTHY & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,560
- Estimated Expense Ratio: 0.909% 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 | $87,761 | $65,278 | $21,283 | — | — |
| 2023 | $85,487 | $26,141 | $44,983 | — | — |
| 2022 | $73,765 | $22,207 | $47,836 | — | — |