Retirement plan

HUMBERSTON AUTO GROUP 401(K) PROFIT SHARING PLAN

Name: BEAVERTON TOYOTA, INC. - HUMBERSTON AUTO GROUP 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: BEAVERTON TOYOTA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUMBERSTON AUTO GROUP 401(K) PROFIT SHARING PLAN, BEAVERTON TOYOTA, INC.

BEAVERTON TOYOTA, INC.EIN 93-0588014Plan #001PY 2019

4300 SW MURRAY RD - BEAVERTON, OR 97005503-626-7200beavertontoyota.comLinkedIn201-500 employeesautomotive

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$9.4M

+18.7% from 2018

Total participants

341

+3.6% from 2018

Average account balance

$32,321

+15.9% from 2018

Annual return

18.18%

+22.86 pp from 2018

Benchmarks

See 2,278 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,278 peers

Snapshot2019

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$15.49M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$38K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

408

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

88.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.39M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.09%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$111

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
FOSTER & FOSTER4 years Filed as: FOSTER WEALTH INC. Service code 27 5 CENTERPOINTE DRIVE · LAKE OSWEGO, OR 97035	Advisory (Plan)	$33,172
EPIC RETIREMENT PLAN SERVICES2 years Service code 15 · EIN 16-1450952	Recordkeeping	$1,420
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$35K

$191 / participant

Investment mgmt$33K95.9%
Other / not subdivided$1K4.1%

% of EOY assets

0.368%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: WORTHY & COMPANY, LLC
Auditor EIN: 208092242
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,321

$49,138-34.2%

$84,023-61.5%

$65,186-50.4%

Participation rate

72.4%

60.7%+11.6pp

69.0%+3.4pp

70.2%+2.2pp

Annual return

18.18%

23.00%-4.8pp

71.32%-53.1pp

29.39%-11.2pp

Employer contribution / active EE

$914-100.0%

$1,984-100.0%

$2,177-100.0%

Participant deferral / active EE

$2,766

$2,397+15.4%

$3,239-14.6%

$3,514-21.3%

Admin fee / account holder

$119

$543-78.1%

$6,102-98.1%

$847-86.0%

Provider

Service type

Compensation

FOSTER & FOSTER4 years

Filed as: FOSTER WEALTH INC.

Service code 27

5 CENTERPOINTE DRIVE · LAKE OSWEGO, OR 97035

Advisory (Plan)

$33,172

EPIC RETIREMENT PLAN SERVICES2 years

Service code 15 · EIN 16-1450952

Recordkeeping

$1,420

CHARLES SCHWAB & CO., INC.4 years

Service code 59 · EIN 94-1737782

Shareholder Servicing

HUMBERSTON AUTO GROUP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUMBERSTON AUTO GROUP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion