# Onpoint Community Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/onpoint-community-credit-union-401k-plan

> Onpoint Community Credit Union's 401(k) plan: 1,216 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Onpoint Community Credit Union

- **Sponsor EIN:** 930257765

- **Sponsor Address:** 2701 NW VAUGHN ST., PORTLAND, OR, 97210

- **Plan Type:** 401(k)

- **Total Participants:** 1,216

- **Total Assets:** $182.7M

## 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|1,216|$182.7M|$8.4M|$8.3M|

| 2023|1,061|$151.5M|$7.9M|$7.4M|

| 2022|1,002|$117.1M|$7.0M|$6.7M|

## 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|$28,463|—|$28,463|

| JONES & ROTH|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [JONES & ROTH](https://planprovider.pro/provider/jones-and-roth-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $28,463

- **Estimated Expense Ratio:** 0.016% 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|$26,884|—|—|—|—|

| 2023|$25,806|—|$600|—|—|

| 2022|$44,323|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/onpoint-community-credit-union-401k-plan)

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