# Board Of Trustees, Clackamas County Sheriff'S Office Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-clackamas-county-sheriff-s-office-471948283-501

> Board Of Trustees, Clackamas County Sheriff'S Office's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/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|

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