Plan Snapshot
- Plan Sponsor: Time Auto Group
- Sponsor EIN: 871939048
- Sponsor Address: PO BOX 67048, PORTLAND, OR, 97268
- Plan Type: 401(k)
- Total Participants: 265
- Total Assets: $4.0M
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 | 265 | $4.0M | $68,611 | $946,162 |
| 2023 | 263 | $3.1M | $53,248 | $777,641 |
| 2022 | 232 | $1.9M | $6,548 | $82,959 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $46,003 | — | $46,003 |
| AMERICAN ENTERPRISE INVESTMENT SERV | Investment Advisor | $13,108 | — | $13,108 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- AMERICAN ENTERPRISE INVESTMENT SERV — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,111
- Estimated Expense Ratio: 1.461% 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 | $59,112 | $13,108 | — | — | — |
| 2023 | $37,710 | $7,691 | — | — | — |
| 2022 | $553 | — | — | — | — |