# Careoregon, INC. 401(k) Plan
Source: https://planprovider.pro/companies/careoregon-inc-401k-plan

> Careoregon, INC.'s 401(k) plan: 1,582 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/perkins-and-company-pc) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/careoregon-inc-401k-plan)

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