Plan Snapshot
- Plan Sponsor: Oregon Catholic Press
- Sponsor EIN: 930391556
- Sponsor Address: 340 OSWEGO POINTE DRIVE, LAKE OSWEGO, OR, 97034
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 206
- Total Assets: $30.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 206 | $30.2M | $0 | $0 |
| 2024 | 140 | $27.8M | $332,845 | $1.0M |
| 2023 | 138 | $25.6M | $633,354 | $850,811 |
| 2022 | 145 | $23.2M | $830,253 | $878,313 |
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 |
|---|---|---|---|---|
| DESCHUTES INVESTMENT CONSULTING | Investment Advisor | $52,914 | — | $52,914 |
| CAPITAL GROUP RETIREMENT PLAN SERV | Recordkeeper | $5,412 | — | $5,412 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,326
- Estimated Expense Ratio: 0.193% 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 | $3,673,533 | $52,913 | $7,451 | — | — |
| 2024 | $58,580 | $48,049 | $10,531 | — | — |
| 2023 | $54,539 | $45,451 | $9,088 | — | — |
| 2022 | $52,191 | $46,809 | $5,382 | — | — |