Plan Snapshot
- Plan Sponsor: Boys & Girls Aid Society Of Oregon
- Sponsor EIN: 930386791
- Sponsor Address: 9320 SW BARBUR BLVD., SUITE #200, PORTLAND, OR, 972195499
- Plan Type: 403(b)
- Total Participants: 88
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 88 | $3.4M | $59,301 | $110,445 |
| 2023 | 117 | $3.0M | $56,482 | $132,433 |
| 2022 | 100 | $2.7M | $56,301 | $131,328 |
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 |
|---|---|---|---|---|
| HOFFMAN, STEWART & SCHMIDT, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOFFMAN, STEWART & SCHMIDT, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $75 | — | $75 | — | — |
| 2023 | $75 | — | $75 | — | — |
| 2022 | — | — | — | — | — |