Original filing (PDF)20250922173548NAL0012967234001

Beaverton Toyota, Inc.

Name: Beaverton Toyota, Inc. — Humberston Auto Group, Form 5500 (2024)
Creator: Beaverton Toyota, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Humberston Auto Group 401(k) Profit Sharing Plan

401(k) retirement plan · Beaverton Toyota, Inc.'s Humberston Auto Group 401(k) Profit Sharing Plan held $15.5M in plan assets for 170 participants in 2024, with EPIC Retirement Plan Services as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

170

Accounts w/ balance

408

Plan assets (EOY)

$15.5M

Net assets (EOY)

$15.5M

How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEAVERTON TOYOTA, INC..

Plan sponsor

Name

BEAVERTON TOYOTA, INC.

EIN

93-0588014all filings

Address

4300 SW MURRAY RD · BEAVERTON, OR · 97005

Phone

(503) 626-7200

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EPIC RETIREMENT PLAN SERVICES	16-1450952	—	NONE	$3K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
FOSTER WEALTH INC.	—	LAKE OSWEGO, OR	NONE	$42K	—
CHARLES SCHWAB & CO., INC.	94-1737782

Investments

27 direct securities· $15.0M(97% of reported assets)

Mutual Funds

$13.7M

20 holdings

Common Collective Trusts

$1.2M

6 holdings

Bonds / Notes

$113K

1 holding

					% of plan
Vanguard Target Retirement 2030 Fund	Mutual Funds	—	—	$3.3M	21.4%
Vanguard Target Retirement 2025 Fund	Mutual Funds	—	—	$2.2M	14.5%
Vanguard Target Retirement 2040 Fund	Mutual Funds	—	—	$1.8M	11.5%
Vanguard Target Retirement 2045 Fund	Mutual Funds	—	—	$1.3M	8.5%
Vanguard Target Retirement 2035 Fund	Mutual Funds	—	—	$1.2M	7.5%
Vanguard Target Retirement 2060 Fund	Mutual Funds	—	—	$725K	4.7%
Vanguard Target Retirement 2050 Fund	Mutual Funds	—	—	$638K	4.1%
Vanguard Target Retirement 2070 Fund 592 Vanguard 500 Index Fund	Common Collective Trusts	—	—	$480K	3.1%
Vanguard Target Retirement 2055 Fund	Mutual Funds	—	—	$414K	2.7%
Vanguard Target Retirement Income Fund	Mutual Funds	—	—	$414K	2.7%
Dimensional Fund Advisors DFA International Large Cap Value Portfolio	Mutual Funds	—	—	$286K	1.8%
Vanguard Target Retirement 2020 Fund	Mutual Funds	—	—	$283K	1.8%
Vanguard Balanced Index Fund	Common Collective Trusts	—	—	$256K	1.7%
Dimensional Fund Advisors DFA U.S. Targeted Value Portfolio	Mutual Funds	—	—	$239K	1.5%
Vanguard Target Retirement 2065 Fund	Mutual Funds	—	—	$236K	1.5%
Dimensional Fund Advisors DFA International Value Portfolio	Mutual Funds	—	—	$149K	1.0%
Vanguard REIT Index Fund	Common Collective Trusts	—	—	$140K	0.9%
Vanguard Small-Cap Growth Index Fund	Common Collective Trusts	—	—	$136K	0.9%
Charles Schwab Trust Bank Schwab Bank Savings	Mutual Funds	—	—	$129K	0.8%
Dimensional Fund Advisors DFA International Small Cap Value Portfolio	Mutual Funds	—	—	$113K	0.7%
Participant loans Interest 4.25% to 9.50%, due through 2030 -0-	Bonds / Notes	—	—	$113K	0.7%
Vanguard Short-Term Investment-Grade Fund	Mutual Funds	—	—	$97K	0.6%
Vanguard Intermediate-Term Investment-Grade Fund	Mutual Funds	—	—	$92K	0.6%
Vanguard Short-Term Bond Index Fund	Common Collective Trusts	—	—	$84K	0.5%
Dimensional Fund Advisors DFA Emerging Markets Core Equity Portfolio	Mutual Funds	—	—	$84K	0.5%
Vanguard Intermediate-Term Bond Index Fund	Common Collective Trusts	—	—	$78K	0.5%
Charles Schwab Trust Bank Cash	Mutual Funds	—	—	$15K	<0.1%