Plan Snapshot
- Plan Sponsor: Princeton Property Management, INC
- Sponsor EIN: 930855814
- Sponsor Address: 7831 SE LAKE ROAD, SUITE 200, MILWAUKIE, OR, 97267
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 148 | $4.9M | $0 | $372,854 |
| 2023 | 151 | $4.8M | $401,901 | $367,927 |
| 2022 | 141 | $3.8M | $617,899 | $335,836 |
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 |
|---|---|---|---|---|
| HOFFMAN STEWART SCHMIDT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOFFMAN STEWART SCHMIDT — 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 | $57,252 | — | $57,252 | — | — |
| 2023 | $37,595 | — | $13,636 | — | — |
| 2022 | $87,900 | — | $17,461 | — | — |