Plan Snapshot
- Plan Sponsor: Board Of Trustees Office & Professional Employees Ret Plan
- Sponsor EIN: 911337614
- Sponsor Address: 12029 NE GLENN WIDING DR, PORTLAND, OR, 97220
- Plan Type: 401(k)
- Total Participants: 2,658
- Total Assets: $34.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,658 | $34.5M | $2.3M | $1.2M |
| 2023 | 2,265 | $30.8M | $2.2M | $1.2M |
| 2022 | 2,049 | $25.7M | $2.1M | $1.1M |
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 |
|---|---|---|---|---|
| MILLIMAN, INC. | Recordkeeper | $155,196 | — | $155,196 |
| BENEFIT ADMINISTRATION COMPANY, LLC | Other Service Provider | $151,495 | — | $151,495 |
| CLIFTONLARSONALLEN LLP | Auditor | $62,650 | — | $62,650 |
| BARLOW COUGHRAN MORALES & JOSEPHSON | Other Service Provider | $12,600 | — | $12,600 |
| BAC CAPITAL ADVISORS LLC | Other Service Provider | $9,600 | — | $9,600 |
| MATRIX TRUST COMPANY | Recordkeeper | $8,700 | — | $8,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
- CLIFTONLARSONALLEN LLP — Auditor
- MATRIX TRUST COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $400,241
- Estimated Expense Ratio: 1.160% 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 | $441,074 | $18,300 | $178,728 | $44,349 | — |
| 2023 | $448,058 | $13,600 | $238,314 | $5,566 | — |
| 2022 | $383,586 | $9,600 | $313,762 | — | $60,224 |