Plan Snapshot
- Plan Sponsor: The Townshend Group, LLC
- Sponsor EIN: 810790456
- Sponsor Address: PO BOX 42291, PORTLAND, OR, 97242
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $6.4M
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 | 91 | $6.4M | $361,230 | $686,169 |
| 2023 | 133 | $5.3M | $349,004 | $721,064 |
| 2022 | 145 | $3.7M | $332,516 | $662,694 |
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 — 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 | $22,398 | $18,110 | $4,288 | — | — |
| 2023 | $14,507 | $12,827 | $1,680 | — | — |
| 2022 | $11,878 | $9,858 | — | — | $2,020 |