Plan Snapshot
- Plan Sponsor: Touchmark Living Centers, INC
- Sponsor EIN: 930770126
- Sponsor Address: 5150 SW GRIFFITH DRIVE, BEAVERTON, OR, 970052935
- Plan Type: 401(k)
- Total Participants: 1,827
- Total Assets: $42.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,827 | $42.3M | $1.2M | $4.1M |
| 2023 | 1,845 | $37.3M | $1.3M | $3.9M |
| 2022 | 1,702 | $30.2M | $1.2M | $3.4M |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | NONE | $105,618 | — | $105,618 |
| HANSEN HUNTER | NONE | $27,744 | — | $27,744 |
| HANSEN, HUNTER & CO., P.C. | Auditor | $27,744 | — | $27,744 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $161,106
- Estimated Expense Ratio: 0.381% 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 | $137,677 | — | $105,618 | $27,744 | — |
| 2023 | $124,859 | — | $124,859 | — | — |
| 2022 | $161,670 | — | $152,117 | — | $9,553 |