Plan Snapshot
- Plan Sponsor: Greater Oregon Behavioral Health
- Sponsor EIN: 931144014
- Sponsor Address: 3729 KLINDT DRIVE, THE DALLES, OR, 97058
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $7.6M
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 | 127 | $7.6M | $608,996 | $524,724 |
| 2023 | 115 | $6.6M | $554,903 | $486,634 |
| 2022 | 106 | $5.2M | $528,846 | $464,888 |
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 | $23,101 | — | $23,101 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $23,101
- Estimated Expense Ratio: 0.305% 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 | $62,507 | $19,111 | $20,295 | $23,101 | — |
| 2023 | $55,261 | $21,383 | $19,178 | $14,700 | — |
| 2022 | $57,081 | $18,161 | $20,020 | — | $18,900 |