# Terwilliger Plaza, INC. 401(k) Plan
Source: https://planprovider.pro/companies/terwilliger-plaza-inc-401k-plan

> Terwilliger Plaza, INC.'s 401(k) plan: 169 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Terwilliger Plaza, INC.

- **Sponsor EIN:** 930477890

- **Sponsor Address:** 2545 SW TERWILLIGER BLVD., PORTLAND, OR, 97201

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

- **Total Participants:** 169

- **Total Assets:** $5.6M

## 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|169|$5.6M|$216,480|$406,603|

| 2023|123|$5.0M|$186,762|$367,782|

| 2022|122|$3.9M|$179,249|$334,126|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$29,001|—|$29,001|

| CARON & BLETZER|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CARON & BLETZER](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $29,001

- **Estimated Expense Ratio:** 0.516% 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|$4,795|—|$4,795|—|—|

| 2023|$2,944|—|$2,944|—|—|

| 2022|$3,661|—|$3,661|—|—|

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