Plan Snapshot
- Plan Sponsor: Oregon Community Foundation
- Sponsor EIN: 237315673
- Sponsor Address: 1221 SW YAMHILL #100, PORTLAND, OR, 97205
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $21.5M
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 | 115 | $21.5M | $1.1M | $957,163 |
| 2023 | 107 | $19.0M | $1.1M | $912,298 |
| 2022 | 108 | $15.9M | $977,823 | $825,419 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $48,431 | — | $48,431 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,431
- Estimated Expense Ratio: 0.225% 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 | $2,325 | — | $2,325 | — | — |
| 2023 | $2,340 | — | $2,340 | — | — |
| 2022 | $1,200 | — | $1,200 | — | — |