Plan Snapshot
- Plan Sponsor: Oregon Community Credit Union
- Sponsor EIN: 930492535
- Sponsor Address: PO BOX 77002, SPRINGFIELD, OR, 974750146
- Plan Type: 401(k)
- Total Participants: 605
- Total Assets: $67.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 605 | $67.8M | $2.5M | $3.5M |
| 2023 | 601 | $57.7M | $3.3M | $3.2M |
| 2022 | 587 | $46.5M | $3.1M | $3.0M |
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 |
|---|---|---|---|---|
| JONES & ROTH, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES & ROTH, P.C. — 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 | $241,325 | $49,059 | — | — | — |
| 2023 | $229,525 | $44,872 | $107,948 | — | — |
| 2022 | $172,286 | $39,297 | $73,015 | — | $59,974 |