Plan Snapshot
- Plan Sponsor: French International School Of Oregon
- Sponsor EIN: 930738797
- Sponsor Address: 8500 NW JOHNSON ST., PORTLAND, OR, 97229
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $9.8M
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 | 173 | $9.8M | $323,392 | $566,879 |
| 2023 | 176 | $8.6M | $280,377 | $498,652 |
| 2022 | 135 | $7.7M | $221,204 | $486,206 |
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 |
|---|---|---|---|---|
| HOFFMAN, STEWART & SCHMIDT, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOFFMAN, STEWART & SCHMIDT, P.C. — 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 | $45,382 | $20,769 | $2,600 | — | — |
| 2023 | $42,607 | $20,070 | $4,707 | — | — |
| 2022 | $36,396 | $14,318 | — | — | $17,506 |