Plan Snapshot
- Plan Sponsor: Board Of Trustees, Clackamas County Sheriff'S Office
- Sponsor EIN: 471948283
- Sponsor Address: PO BOX 4148, PORTLAND, OR, 97208
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 0
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $6.9M | $1.7M | $473,665 |
| 2023 | 0 | $6.3M | $1.4M | $368,249 |
| 2022 | 0 | $5.6M | $1.3M | $386,969 |
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 |
|---|---|---|---|---|
| THE WILLIAM C EARHART COMPANY INC | Other Service Provider | $32,400 | — | $32,400 |
| NORTHWEST CAPITAL MANAGEMENT, INC | Other Service Provider | $15,740 | — | $15,740 |
| PLATFORM CPAS, LLP | Auditor | $11,638 | — | $11,638 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLATFORM CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,778
- Estimated Expense Ratio: 0.870% of plan assets
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 | $89,568 | $15,740 | $32,400 | $11,638 | — |
| 2023 | $102,859 | $13,828 | $36,000 | $11,185 | — |
| 2022 | $91,312 | $16,390 | $31,200 | — | $25,256 |