Plan Snapshot
- Plan Sponsor: Oregon-Columbia Chapter Agc Of America, INC.
- Sponsor EIN: 237170147
- Sponsor Address: 9450 SW COMMERCE CIRCLE, WILSONVILLE, OR, 97070
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 791
- Total Assets: $1.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 791 | $1.9M | $7.5M | $34,412 |
| 2023 | 695 | $1.8M | $7.6M | $36,274 |
| 2022 | 779 | $1.7M | $7.9M | $27,899 |
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 |
|---|---|---|---|---|
| JD FULWILER & CO INSURANCE, INC | Other Service Provider | $166,793 | — | $166,793 |
| VIMLY BENEFIT SOLUTIONS, INC. | Other Service Provider | $71,435 | — | $71,435 |
| DIVERSIFIED BENEFITS MANAGEMENT | Other Service Provider | $37,468 | — | $37,468 |
| CLIFTONLARSONALLEN LLP | Auditor | $26,255 | — | $26,255 |
| CRAVINHO & JAEGER FINANCIAL SERVICE | Other Service Provider | $25,948 | — | $25,948 |
| K.P.D. INSURANCE LLC | Other Service Provider | $24,231 | — | $24,231 |
| HUB INTERNATIONAL NORTHWEST, LLC | Other Service Provider | $21,381 | — | $21,381 |
| BROWN & BROWN NORTHWEST INSURANCE | Other Service Provider | $20,251 | — | $20,251 |
| MORGAN STANLEY | Investment Advisor | $15,344 | — | $15,344 |
| MJI INC DBA HAGAN HAMILTON | Other Service Provider | $15,189 | — | $15,189 |
| PARKER SMITH AND FEEK, INC | Other Service Provider | $12,970 | — | $12,970 |
| CSNW BENEFITS AN ALERA GROUP AGENCY | Other Service Provider | $11,731 | — | $11,731 |
| HUGGINS INSURANCE SERVICES, INC | Other Service Provider | $11,682 | — | $11,682 |
| GOLSAN SCRUGGS | Other Service Provider | $9,659 | — | $9,659 |
| NFP CORPORATE SERVICES (NW) INC | Other Service Provider | $7,728 | — | $7,728 |
| RIVERCITY INSURANCE LLC | Other Service Provider | $7,235 | — | $7,235 |
| LAPORTE & ASSOCIATES INC | Other Service Provider | $6,600 | — | $6,600 |
| HIGHSTREET INSURANCE SERVICES WEST | Other Service Provider | $6,368 | — | $6,368 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $498,268
- Estimated Expense Ratio: 26.154% 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 | $533,124 | $15,344 | $171,157 | $26,255 | — |
| 2023 | $528,790 | $13,931 | $173,326 | $24,928 | — |
| 2022 | $538,231 | — | $188,203 | — | $29,419 |