Plan Ledger DOL Form 5500 · updated monthly

Beaverton Toyota, Inc.401(k)

HUMBERSTON AUTO GROUP 401(K) PROFIT SHARING PLAN · BEAVERTON, OR · plan year 2024

Reported admin expense ratio · 2024
0.32%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Beaverton Toyota, Inc. reported $45,388 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $2,771 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.35% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 421st-largest of 1,021 plans among Oregon employers on file, and the 1,857th of 5,215 in retail trade. In 2024, employees put in $1.96 for every $1.00 the employer contributed; active participation has grown from 141 to 170 since 2022.

Plan summary
Net assets, end of year$15,488,240
Participants with balances408
Active participants170
Employer contributions$471,048
Employee contributions$923,407
Employer contribution per active participant$2,771
Average account balance$37,961
Benefits paid to participants$679,636
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.5M · 408 accts · $471K emplr
2023$13.3M · 374 accts · $444K emplr
2022$10.6M · 343 accts · $427K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,450
Investment management$41,938
Total administrative$45,388
The Beaverton Toyota, Inc. 401(k) match · 2024
Employer contribution per active participant$2,771
Median for plans this size$2,416
2024$2,771 per active participant
2023$2,708 per active participant
2022$3,027 per active participant

Beaverton Toyota, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$3,450
FOSTER WEALTH INC. · Investment advisory (plan)$41,938

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

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Administrative cost history3
2024$45,388 · 0.32%
2023$41,320 · 0.35%
2022$39,889 · 0.35%
Same employer
Similar plansRetail Trade · Oregon
Carr Auto Group, Inc. OR$22.7M · 0.59%
Dolan Northwest, LLC OR$22.5M · 0.22%
Jkc Automotive, Inc. OR$15.9M · 0.94%
Tc Chevrolet, Inc. OR$14.7M · 0.11%
Plaid Pantries, Inc. OR$14.3M · 0.09%
Rudy's Markets, Inc. OR$14.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930588014 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.