Humberston Auto Group 401(k) Profit Sharing Plan
Sponsored by Beaverton Toyota, Inc. · EIN 930588014 · Plan #001
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 170
- With balances
- 408
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Foster Wealth Inc. | Investment advisory (plan) | $41,938 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $3,450 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |