Plan Snapshot
- Plan Sponsor: Oregon - Columbia Chapter Agc
- Sponsor EIN: 931059035
- Sponsor Address: 9450 SW COMMERCE CIRCLE, WILSONVILLE, OR, 97070
- Plan Type: 401(k)
- Total Participants: 3,426
- Total Assets: $328.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,426 | $328.1M | $15.8M | $14.3M |
| 2023 | 3,502 | $294.2M | $16.2M | $13.4M |
| 2022 | 4,253 | $248.2M | $16.6M | $12.9M |
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 |
|---|---|---|---|---|
| NWPS | Recordkeeper | $527,087 | — | $527,087 |
| RELIANT CONSULTING AND RESEARCH | Other Service Provider | $95,506 | — | $95,506 |
| CHARLES SCHWAB TRUST COMPANY | Custodian / Trustee | $73,594 | — | $73,594 |
| BARRAN LIEBMAN LLP | ERISA Attorney | $50,220 | — | $50,220 |
| PLATFORM, CPAS, LLC | Auditor | $38,530 | — | $38,530 |
| BJORKLUND & MONTPLAISIR | Auditor | $9,750 | — | $9,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NWPS — Recordkeeper
- CHARLES SCHWAB TRUST COMPANY — Custodian / Trustee
- PLATFORM, CPAS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $794,687
- Estimated Expense Ratio: 0.242% 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 |
|---|---|---|---|---|---|
| 2024 | $881,841 | $95,506 | $527,087 | $48,280 | — |
| 2023 | $963,053 | $85,225 | $601,679 | $49,944 | — |
| 2022 | $857,528 | $83,013 | $561,920 | — | $82,781 |