Plan Snapshot
- Plan Sponsor: Morrison Child And Family Services
- Sponsor EIN: 930354176
- Sponsor Address: 11035 NE SANDY BOULEVARD, PORTLAND, OR, 97220
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 481
- Total Assets: $7.4M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 481 | $7.4M | $72,086 | $633,070 |
| 2023 | 420 | $6.5M | $78,921 | $640,740 |
| 2022 | 402 | $5.8M | $78,786 | $649,215 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $30,936 | — | $30,936 |
| NORTHWEST CAPITAL MANAGEMENT, INC D | Investment Advisor | $17,583 | — | $17,583 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,519
- Estimated Expense Ratio: 0.655% 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 | $53,269 | $22,333 | — | — | — |
| 2023 | $46,373 | $20,067 | — | — | — |
| 2022 | $41,164 | $17,958 | $23,206 | — | — |