# Board Of Trustees, Cornell-Hart Pension Plan 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-cornell-hart-pension-plan-930747524-002

> Board Of Trustees, Cornell-Hart Pension Plan's 401(k) plan: 1,685 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](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:** $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|

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