Plan Snapshot
- Plan Sponsor: Bank Of Eastern Oregon
- Sponsor EIN: 930326895
- Sponsor Address: 279 N.MAIN STREET, PO BOX 39, HEPPNER, OR, 97836
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $28.8M
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 | 157 | $28.8M | $1.7M | $1.0M |
| 2023 | 147 | $23.7M | $1.6M | $961,965 |
| 2022 | 147 | $21.5M | $771,685 | $833,826 |
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 |
|---|---|---|---|---|
| EIDE BAILLY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $111,496 | $54,285 | $57,211 | — | — |
| 2023 | $101,633 | $48,248 | $53,385 | — | — |
| 2022 | $95,446 | $46,418 | $49,028 | — | — |