Plan Snapshot
- Plan Sponsor: Children'S Clinic, P.C., D/B/A The Childrens Clinic PC
- Sponsor EIN: 930682029
- Sponsor Address: 9555 SW BARNES ROAD, PORTLAND, OR, 97225
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $41.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 105 | $41.6M | $1.2M | $839,502 |
| 2023 | 90 | $34.9M | $610,392 | $779,913 |
| 2022 | 71 | $29.3M | $997,527 | $748,287 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $106,239 | $42,949 | $63,290 | — | — |
| 2023 | $99,370 | $40,258 | $59,112 | — | — |
| 2022 | $102,562 | — | $102,562 | — | — |