# Princeton Property Management, INC 401(k) Plan
Source: https://planprovider.pro/companies/princeton-property-management-inc-401k-plan

> Princeton Property Management, INC's 401(k) plan: 148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/hoffman-stewart-and-schmidt-pc) — 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|—|—|

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