# Perkins & Company P.C. 401(k) Plan
Source: https://planprovider.pro/companies/perkins-company-p-c-401k-plan

> Perkins & Company P.C.'s 401(k) plan: 240 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Perkins & Company P.C.

- **Sponsor EIN:** 930928924

- **Sponsor Address:** 1211 SW FIFTH AVENUE, SUITE 1000, PORTLAND, OR, 97204

- **Plan Type:** 401(k)

- **Total Participants:** 240

- **Total Assets:** $50.1M

## 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|240|$50.1M|$809,245|$2.3M|

| 2023|203|$42.6M|$1.3M|$2.1M|

| 2022|195|$36.3M|$1.1M|$1.8M|

## 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|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — 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|$90,687|$40,000|—|—|—|

| 2023|$114,129|—|—|—|—|

| 2022|$76,527|—|—|—|—|

## Similar Plans

- [Geffen, Mesher & Company, P.C.](https://planprovider.pro/companies/geffen-mesher-company-p-c-plan-001) — 163 participants

- [Kbf Cpas LLP](https://planprovider.pro/companies/kbf-cpas-llp-401k-plan) — 130 participants

- [Kbf Cpas LLP](https://planprovider.pro/companies/kbf-cpas-llp-plan) — 130 participants

- [Delap LLP](https://planprovider.pro/companies/delap-llp-401k-plan) — 125 participants

- [Aldrich Services, LLP](https://planprovider.pro/companies/aldrich-services-llp-401k-plan) — 365 participants

- [Akt Services, LLP](https://planprovider.pro/companies/akt-services-llp-401k-plan) — 376 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/perkins-company-p-c-401k-plan)

© 2026 PlanProvider.Pro