Plan Snapshot
- Plan Sponsor: Girl Scouts Of Oregon And Southwest Washington, INC.
- Sponsor EIN: 930399051
- Sponsor Address: 9620 SW BARBUR BLVD, PORTLAND, OR, 97219
- Plan Type: 403(b)
- Total Participants: 92
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 92 | $5.0M | $185,795 | $425,703 |
| 2023 | 89 | $4.3M | $168,217 | $406,556 |
| 2022 | 76 | $3.5M | $150,104 | $372,131 |
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 |
|---|---|---|---|---|
| WORTHY & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WORTHY & COMPANY, LLC — 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 | $34,640 | — | $34,640 | — | — |
| 2023 | $30,065 | $13,230 | $16,835 | — | — |
| 2022 | $38,885 | — | $38,885 | — | — |