# Weston Investment Company, LLC Dba American Property Management 401(k) Plan
Source: https://planprovider.pro/companies/weston-investment-company-llc-dba-american-property-management-401k-plan

> Weston Investment Company, LLC Dba American Property Management's 401(k) plan: 156 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Weston Investment Company, LLC Dba American Property Management

- **Sponsor EIN:** 930475156

- **Sponsor Address:** 2154 NE BROADWAY ST., PORTLAND, OR, 97232

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

- **Total Participants:** 156

- **Total Assets:** $11.3M

## 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|156|$11.3M|$271,029|$572,468|

| 2023|139|$10.5M|$250,328|$535,355|

| 2022|135|$9.4M|$187,690|$439,670|

## 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|

| PINNACLE WEALTH ADVISORS|INVESTMENT ADVISOR|$27,291|—|$27,291|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$18,281|—|$18,281|

| INDEPENDENT RETIREMENT CONSULTING|TPA-CONTRACT ADMIN|$8,915|—|$8,915|

| GEFFEN MESHER|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PINNACLE WEALTH ADVISORS](https://planprovider.pro/provider/pinnacle-wealth-llc) — INVESTMENT ADVISOR

- [GEFFEN MESHER](https://planprovider.pro/provider/geffen-mesher-and-company-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $54,487

- **Estimated Expense Ratio:** 0.484% 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|$54,488|$27,291|$8,916|—|—|

| 2023|$36,797|—|—|—|—|

| 2022|$27,712|—|$27,712|—|—|

## Similar Plans

- [Income Property Management, Co.](https://planprovider.pro/companies/income-property-management-co-401k-plan) — 450 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/weston-investment-company-llc-dba-american-property-management-401k-plan)

© 2026 PlanProvider.Pro