# French International School Of Oregon 401(k) Plan
Source: https://planprovider.pro/companies/french-american-international-school-plan-001

> French International School Of Oregon's 401(k) plan: 173 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| HUMAN INVESTING|ADVISOR|$20,769|—|$20,769|

| THE RETIREMENT PLAN COMPANY, LLC|NONE|$19,455|$1,177|$20,632|

| CHARLES SCHWAB BANK|TPA FEES|$5,158|—|$5,158|

| HOFFMAN, STEWART & SCHMIDT, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE RETIREMENT PLAN COMPANY, LLC](https://planprovider.pro/provider/ameritas-retirement-plans) — NONE

- [CHARLES SCHWAB BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — TPA FEES

- [HOFFMAN, STEWART & SCHMIDT, P.C.](https://planprovider.pro/provider/hoffman-stewart-and-schmidt-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $46,559

- **Estimated Expense Ratio:** 0.477% 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|$45,382|$20,769|$2,600|—|—|

| 2023|$42,607|$20,070|$4,707|—|—|

| 2022|$36,396|$14,318|—|—|$17,506|

## Similar Plans

- [Seiu Local 503, Oregon Public Employees Union](https://planprovider.pro/companies/seiu-local-503-oregon-public-employees-union-plan) — 174 participants

- [National University Of Natural Medicine](https://planprovider.pro/companies/national-university-of-natural-medicine-403b-plan) — 162 participants

- [Oregon State University Foundation](https://planprovider.pro/companies/oregon-state-university-foundation-plan-001) — 157 participants

- [Klamath Family Head Start](https://planprovider.pro/companies/klamath-family-head-start-403b-plan) — 149 participants

- [Corban University](https://planprovider.pro/companies/corban-university-401k-plan) — 205 participants

- [Umatilla-Morrow Head Start, INC.](https://planprovider.pro/companies/umatilla-morrow-head-start-inc-plan-002) — 208 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/french-american-international-school-plan-001)

© 2026 PlanProvider.Pro