Plan Snapshot
- Plan Sponsor: Legal Aid Services Of Oregon
- Sponsor EIN: 930635480
- Sponsor Address: 621 SW MORRISON ST.,, PORTLAND, OR, 97205
- Plan Type: 401(k)
- Total Participants: 88
- Total Assets: $15.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 88 | $15.3M | $444,286 | $556,117 |
| 2023 | 93 | $13.1M | $425,162 | $571,654 |
| 2022 | 83 | $12.2M | $376,107 | $547,275 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Recordkeeper | $16,102 | — | $16,102 |
| MORGAN STANLEY GLOBAL | Other Service Provider | $12,500 | — | $12,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,602
- Estimated Expense Ratio: 0.187% 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 | $28,602 | $12,500 | $16,102 | — | — |
| 2023 | $23,143 | — | $15,643 | — | — |
| 2022 | $26,088 | — | $16,063 | — | — |