# Energy Trust Of Oregon, INC. 401(k) Plan
Source: https://planprovider.pro/companies/energy-trust-of-oregon-inc-401k-plan

> Energy Trust Of Oregon, INC.'s 401(k) plan: 175 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Energy Trust Of Oregon, INC.

- **Sponsor EIN:** 931313663

- **Sponsor Address:** 421 SW OAK STREET, PORTLAND, OR, 972041810

- **Plan Type:** 401(k)

- **Total Participants:** 175

- **Total Assets:** $29.0M

## 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|175|$29.0M|$1.1M|$1.9M|

| 2023|144|$24.3M|$919,803|$1.6M|

| 2022|112|$19.6M|$787,419|$1.4M|

## 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|$3,135|—|$3,135|—|—|

| 2023|$2,083|—|$2,083|—|—|

| 2022|$1,352|—|$1,352|—|—|

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