# Tec Equipment, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tec-equipment-inc-401k-plan

> Tec Equipment, INC.'s 401(k) plan: 1,203 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tec Equipment, INC.

- **Sponsor EIN:** 930813564

- **Sponsor Address:** 750 NE COLUMBIA BLVD., PORTLAND, OR, 97211

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

- **Total Participants:** 1,203

- **Total Assets:** $84.2M

## 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|1,203|$84.2M|$2.1M|$7.0M|

| 2023|1,296|$73.0M|$2.1M|$7.0M|

| 2022|1,228|$55.6M|$1.9M|$6.9M|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$176,064|—|$176,064|

| MORGAN STANLEY GLOBAL|NONE|$49,147|—|$49,147|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [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:** $225,211

- **Estimated Expense Ratio:** 0.268% 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|$225,211|$49,147|$176,064|—|—|

| 2023|$203,964|$47,194|$156,770|—|—|

| 2022|$179,757|$45,000|$134,757|—|—|

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