Plan Snapshot
- Plan Sponsor: Do Good Multnomah
- Sponsor EIN: 473934102
- Sponsor Address: 7809 NE EVERETT ST, PORTLAND, OR, 972137029
- Plan Type: DC
- Total Participants: 314
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 314 | $1.3M | $0 | $530,123 |
| 2023 | 277 | $800,163 | $0 | $379,833 |
| 2022 | 184 | $443,478 | $0 | $294,501 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $11,510 | — | $11,510 |
| MUN CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- MUN CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,510
- Estimated Expense Ratio: 0.854% 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 | $17,603 | $8,475 | $8,268 | — | — |
| 2023 | $11,167 | $4,059 | $6,248 | — | — |
| 2022 | $16,008 | $2,226 | $13,782 | — | — |