# Board Of Trustees, Oregon Essential Workforce 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-oregon-essential-workforce-320674647-501

> Board Of Trustees, Oregon Essential Workforce's 401(k) plan: 3,183 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, Oregon Essential Workforce

- **Sponsor EIN:** 320674647

- **Sponsor Address:** 525 NE OREGON ST, PORTLAND, OR, 97232

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 3,183

- **Total Assets:** $102.3M

## 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|3,183|$102.3M|$53.8M|$57,229|

| 2023|1,990|$79.8M|$19.2M|$1,437|

| 2022|1,798|$80.2M|$81.0M|$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|

| RISE PARTNERSHIP INC.|Other Service Provider|$1,190,486|—|$1,190,486|

| REGENCE BLUECROSS BLUESHIELD OF OR|Other Service Provider|$967,044|—|$967,044|

| MAGNACARE LLC|Other Service Provider|$794,387|—|$794,387|

| MILLIMAN, INC.|Recordkeeper|$225,000|—|$225,000|

| SLEVIN & HART P.C.|ERISA Attorney|$98,288|—|$98,288|

| SEGAL MARCO ADVISORS|Other Service Provider|$43,333|—|$43,333|

| MILLER KAPLAN ARASE LLP|Auditor|$29,500|—|$29,500|

| DIRA PARTNERS|Other Service Provider|$20,000|—|$20,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — Recordkeeper

- [SLEVIN & HART P.C.](https://planprovider.pro/provider/slevin-and-hart-pc) — ERISA Attorney

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $3,368,038

- **Estimated Expense Ratio:** 3.292% 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|$2,511,683|$43,333|$660,520|$29,500|—|

| 2023|$3,032,675|$20,000|$1,016,835|$6,610|—|

| 2022|$1,553,946|—|$169,887|—|$809,472|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-oregon-essential-workforce-320674647-501)

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