# Options Counseling Services Of Oregon, INC. 403(b) Plan
Source: https://planprovider.pro/companies/options-counseling-services-of-oregon-inc-plan-001

> Options Counseling Services Of Oregon, INC.'s 403(b) plan: 159 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **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.|

| 2024|159|$9.7M|$0|$0|

| 2023|196|$8.2M|$0|$0|

## 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|

| MCDONALD JACOBS, PC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MCDONALD JACOBS, PC.](https://planprovider.pro/provider/mcdonald-jacobs-pc) — Auditor

## 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|$68,874|$68,874|—|—|—|

| 2023|$53,367|—|—|—|$53,367|

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