Plan Snapshot
- Plan Sponsor: Options Counseling Services Of Oregon, INC.
- Sponsor EIN: 943136426
- Sponsor Address: 360 E. 10TH AVE, EUGENE, OR, 97401
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 159
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 159 | $9.7M | $200,716 | $488,261 |
| 2022 | 196 | $8.2M | $435,779 | $559,693 |