Plan Snapshot
- Plan Sponsor: Careoregon, INC.
- Sponsor EIN: 930933975
- Sponsor Address: 315 SW 5TH AVE, PORTLAND, OR, 972041739
- Plan Type: 401(k)
- Total Participants: 1,582
- Total Assets: $187.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,582 | $187.9M | $11.0M | $12.6M |
| 2023 | 1,466 | $150.9M | $10.9M | $10.7M |
| 2022 | 1,219 | $115.1M | $9.2M | $8.9M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $254,006 | — | $254,006 |
| USI ADVISORS, INC. | INVESTMENT ADVISORY | $29,961 | — | $29,961 |
| PERKINS & COMPANY P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PERKINS & COMPANY P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $283,967
- Estimated Expense Ratio: 0.151% 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 | $283,971 | $29,961 | $254,010 | — | — |
| 2023 | $243,648 | $30,000 | $213,648 | — | — |
| 2022 | $209,442 | $12,513 | $195,576 | — | — |