# Greater Oregon Behavioral Health 401(k) Plan
Source: https://planprovider.pro/companies/greater-oregon-behavioral-health-401k-plan

> Greater Oregon Behavioral Health's 401(k) plan: 127 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](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:** $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|

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