Plan Snapshot
- Plan Sponsor: Ochin, INC.
- Sponsor EIN: 200195556
- Sponsor Address: 1881 SW NAITO PARKWAY, PORTLAND, OR, 972015195
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,468
- Total Assets: $123.6M
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. |
|---|---|---|---|---|
| 2025 | 1,468 | $123.6M | $0 | $0 |
| 2024 | 1,227 | $90.3M | $3.3M | $9.3M |
| 2023 | 1,033 | $70.5M | $5.5M | $8.6M |
| 2022 | 1,036 | $50.5M | $4.8M | $7.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $65,070 | — | $65,070 |
| USI ADVISORS INC | Investment Advisor | $42,436 | — | $42,436 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $40,048 | — | $40,048 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $147,554
- Estimated Expense Ratio: 0.119% 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 | $9,181,652 | $82,484 | — | — | — |
| 2024 | $116,094 | $68,851 | — | — | — |
| 2023 | $96,664 | $50,220 | — | — | — |
| 2022 | $102,955 | $10,130 | — | — | — |