# Oregon Catholic Press 401(k) Plan
Source: https://planprovider.pro/companies/oregon-catholic-press-401k-plan

> Oregon Catholic Press's 401(k) plan: 140 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oregon Catholic Press

- **Sponsor EIN:** 930391556

- **Sponsor Address:** 340 OSWEGO POINTE DRIVE, LAKE OSWEGO, OR, 97034

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

- **Total Participants:** 140

- **Total Assets:** $27.8M

## 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.|

| 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|

| 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|$58,580|$48,049|$10,531|—|—|

| 2023|$54,539|$45,451|$9,088|—|—|

| 2022|$52,191|$46,809|$5,382|—|—|

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