Plan Snapshot
- Plan Sponsor: Metro West Ambulance, INC.
- Sponsor EIN: 910877398
- Sponsor Address: 5475 NE DAWSON CREEK DR., HILLSBORO, OR, 971231635
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 1,208
- Total Assets: $39.6M
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 | 1,208 | $39.6M | $1.2M | $1.9M |
| 2023 | 1,055 | $38.1M | $500,000 | $1.9M |
| 2022 | 966 | $33.2M | $471,177 | $2.1M |
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 |
|---|---|---|---|---|
| TPG FINANCIAL ADVISORS, LLC | Other Service Provider | $94,090 | — | $94,090 |
| STANCORP FINANCIAL GROUP | Recordkeeper | $89,835 | — | $89,835 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $183,925
- Estimated Expense Ratio: 0.464% 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 | $111,414 | $94,090 | $17,324 | — | — |
| 2023 | $77,882 | $62,887 | $14,995 | — | — |
| 2022 | $22,957 | — | $22,957 | — | — |