# Joint Board Of Trustees, Oregon District Foundry Pension Trust DB Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-oregon-district-foundry-pension-trust-plan

> Joint Board Of Trustees, Oregon District Foundry Pension Trust's DB plan: 0 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees, Oregon District Foundry Pension Trust

- **Sponsor EIN:** 936028742

- **Sponsor Address:** 906 NE 19TH AVENUE, PORTLAND, OR, 972322203

- **Plan Type:** DB

- **Total Participants:** 0

- **Total Assets:** $42.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|0|$42.9M|$0|$0|

| 2024|0|$44.2M|$0|$0|

| 2023|18|$41.2M|$0|$0|

## 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|

| WITHUMSMITH+BROWN, PC|Auditor|$16,474|—|$16,474|

### Verified Provider Profiles

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

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $16,474

- **Estimated Expense Ratio:** 0.038% 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|

| 2025|$398,059|$150,357|$79,571|$16,474|—|

| 2024|$366,858|$144,450|$79,571|$15,410|—|

| 2023|$390,452|$172,710|$80,291|—|$90,459|

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