# Oregon Beverage Recycling Cooperative 401(k) Plan
Source: https://planprovider.pro/companies/oregon-beverage-recycling-cooperative-401k-plan

> Oregon Beverage Recycling Cooperative's 401(k) plan: 461 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oregon Beverage Recycling Cooperative

- **Sponsor EIN:** 930961383

- **Sponsor Address:** 17300 SE 120TH AVE, CLACKAMAS, OR, 97015

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

- **Total Participants:** 461

- **Total Assets:** $17.5M

## 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|461|$17.5M|$514,855|$859,437|

| 2023|508|$14.4M|$498,787|$800,386|

| 2022|457|$11.1M|$435,948|$685,270|

## 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|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — 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|$3,300|—|$3,300|—|—|

| 2023|$1,920|—|$1,920|—|—|

| 2022|$2,370|—|$2,370|—|—|

## Similar Plans

- [Sequential Environmental Services LLC](https://planprovider.pro/companies/sequential-environmental-services-llc-401k-plan) — 191 participants

- [Pnw Metal Recycling, INC.](https://planprovider.pro/companies/pnw-metal-recycling-inc-401k-plan) — 114 participants

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