Metropolitan Public Defender Services, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Metropolitan Public Defender Services, INC.
  • Sponsor EIN: 930591637
  • Sponsor Address: 101 SW MAIN STREET SUITE 1100, PORTLAND, OR, 97204
  • Plan Type: 401(k)
  • Total Participants: 234
  • Total Assets: $27.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024234$27.1M$1.3M$1.3M
2023234$23.7M$1.2M$1.2M
2022208$19.3M$866,370$892,023

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
GARY MCGEE & CO. LLPAuditor$0

Verified Provider Profiles

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

Plan Fees & Expenses

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

  • Total Service Provider Fees: $0

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$91,766
2023$57,597$19,101$35,760
2022$42,868$32,412$10,456

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