Plan Snapshot
- Plan Sponsor: Board Of Trustees, Regional District Council Retirement Plan
- Sponsor EIN: 736360525
- Sponsor Address: 12029 NE GLENN WIDING DRIVE, PORTLAND, OR, 97220
- Plan Type: DC
- Total Participants: 2,031
- Total Assets: $53.6M
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 | 2,031 | $53.6M | $4.7M | $22,885 |
| 2023 | 1,905 | $47.1M | $3.3M | $33,343 |
| 2022 | 1,613 | $40.1M | $2.5M | $30,125 |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | $69,443 | — | $69,443 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,443
- Estimated Expense Ratio: 0.129% 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 | $559,005 | $157,926 | $221,131 | $69,443 | — |
| 2023 | $535,631 | $192,728 | $180,368 | $61,200 | — |
| 2022 | $482,869 | $188,217 | $145,809 | — | $99,989 |