# Children'S Clinic, P.C., D/B/A The Childrens Clinic PC 401(k) Plan
Source: https://planprovider.pro/companies/children-s-clinic-p-c-d-b-a-the-childrens-clinic-pc-401k-plan

> Children'S Clinic, P.C., D/B/A The Childrens Clinic PC's 401(k) plan: 105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/children-s-clinic-p-c-d-b-a-the-childrens-clinic-pc-401k-plan)

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