Plan Snapshot
- Plan Sponsor: Lewis & Clark College
- Sponsor EIN: 930386858
- Sponsor Address: 615 S PALATINE HILL ROAD, PORTLAND, OR, 972198091
- Plan Type: 403(b)
- Total Participants: 807
- Total Assets: $337.2M
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 | 807 | $337.2M | $4.7M | $4.7M |
| 2023 | 807 | $316.1M | $4.4M | $4.4M |
| 2022 | 790 | $279.7M | $4.2M | $4.2M |
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 | $14,625 | — | $14,625 |
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: $14,625
- Estimated Expense Ratio: 0.004% 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 | $145,432 | $48,031 | — | $14,625 | — |
| 2023 | $124,956 | — | $124,956 | — | — |
| 2022 | $155,964 | — | — | — | — |