Plan Snapshot
- Plan Sponsor: Board Of Trustees, Cornell-Hart Pension Plan
- Sponsor EIN: 930747524
- Sponsor Address: 5331 S MACADAM AVE STE 258, PORTLAND, OR, 97239
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 1,685
- Total Assets: $101.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,685 | $101.9M | $0 | $10.5M |
| 2023 | 1,579 | $91.8M | $0 | $9.6M |
| 2022 | 1,580 | $72.4M | $0 | $8.9M |
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 |
|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT | Other Service Provider | $116,541 | — | $116,541 |
| EMPOWER ANNUITY INS CO OF AMERICA | Other Service Provider | $71,081 | — | $71,081 |
| BENESYS, INC. | Other Service Provider | $42,060 | — | $42,060 |
| PLATFORM CPAS LLP | Auditor | $10,120 | — | $10,120 |
| BROWNSTEIN RASK LLP | Other Service Provider | $7,556 | — | $7,556 |
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: $247,358
- Estimated Expense Ratio: 0.243% 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 | $417,262 | $221,181 | $42,060 | $10,120 | — |
| 2023 | $373,972 | $182,917 | $39,530 | $17,200 | — |
| 2022 | $336,977 | $161,637 | $95,742 | — | $33,140 |