Plan Snapshot
- Plan Sponsor: Board Of Trustees, Edison Pension Trust
- Sponsor EIN: 936061681
- Sponsor Address: PO BOX 4148, PORTLAND, OR, 97208
- Plan Type: DB
- Total Participants: 4,749
- Total Assets: $1.0B
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 | 4,749 | $1.0B | $79.4M | $0 |
| 2023 | 4,564 | $922.4M | $65.8M | $0 |
| 2022 | 4,497 | $846.1M | $63.2M | $0 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $43,600 | — | $43,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,600
- Estimated Expense Ratio: 0.004% 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 | $3,650,548 | $2,091,845 | $535,233 | $43,600 | — |
| 2023 | $3,367,339 | $2,022,262 | $355,689 | $39,005 | — |
| 2022 | $3,210,460 | $2,072,371 | $348,980 | — | $290,306 |