Plan Snapshot
- Plan Sponsor: Tonkon Torp LLP Profit Sharing And 401(K) Plan
- Sponsor EIN: 930633194
- Sponsor Address: 1300 SW 5TH AVENUE, SUITE 2400, PORTLAND, OR, 97201
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 243
- Total Assets: $154.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 243 | $154.3M | $0 | $0 |
| 2024 | 178 | $142.7M | $2.4M | $2.5M |
| 2023 | 186 | $127.1M | $2.4M | $2.4M |
| 2022 | 184 | $109.1M | $2.3M | $2.3M |
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 |
|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT | Other Service Provider | $86,902 | — | $86,902 |
| VISTA CAPITAL PARTNERS | Other Service Provider | $79,128 | — | $79,128 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | Other Service Provider | $71,219 | — | $71,219 |
| AUXIER ASSET MANAGEMENT LLC | Other Service Provider | $39,664 | — | $39,664 |
| MORGAN STANLEY CAPITAL MANAGE | Other Service Provider | $26,250 | — | $26,250 |
| CAIRN INVESTMENT GROUP INC | Other Service Provider | $25,741 | — | $25,741 |
| VISION CAPITAL MANAGEMENT INC. | Other Service Provider | $23,648 | — | $23,648 |
| ENVESTNET ASSET MANAGEMENT INC | Other Service Provider | $14,257 | — | $14,257 |
| BECKER CAPITAL MANAGEMENT INC | Other Service Provider | $8,971 | — | $8,971 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $375,780
- Estimated Expense Ratio: 0.244% 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 |
|---|---|---|---|---|---|
| 2025 | $12,829,927 | $384,686 | — | — | — |
| 2024 | $364,072 | $282,850 | — | — | — |
| 2023 | $338,822 | $239,219 | — | — | — |
| 2022 | $376,143 | $376,143 | — | — | — |