Plan Snapshot
- Plan Sponsor: Oregon Education Association
- Sponsor EIN: 930243443
- Sponsor Address: 6900 SW ATLANTA STREET BLDG 1, TIGARD, OR, 97223
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 19,365
- Total Assets: $98.0M
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 | 19,365 | $98.0M | $0 | $0 |
| 2023 | 25,974 | $92.4M | $0 | $0 |
| 2022 | 12,182 | $86.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| U.S. BANK | Recordkeeper | $448,198 | — | $448,198 |
| LAUREN BOOTH | Other Service Provider | $149,367 | — | $149,367 |
| RACHEL DRUSHELLA | Other Service Provider | $111,958 | — | $111,958 |
| ASTA GARMON | Other Service Provider | $99,134 | — | $99,134 |
| OREGON MIND BODY INSTITUTE | Other Service Provider | $93,536 | — | $93,536 |
| THE TEACHING WELL | Other Service Provider | $80,860 | — | $80,860 |
| ARIEN BATES | Other Service Provider | $71,848 | — | $71,848 |
| CATHERINE WILLETT | Other Service Provider | $69,366 | — | $69,366 |
| SIRI NGAI | Other Service Provider | $68,932 | — | $68,932 |
| LORENE DIAZ | Other Service Provider | $67,593 | — | $67,593 |
| EDUCATION NORTHWEST | Other Service Provider | $67,570 | — | $67,570 |
| FOSTER GARVEY PC | Other Service Provider | $49,978 | — | $49,978 |
| TERRYBERRY COMPANY | Other Service Provider | $45,000 | — | $45,000 |
| ALDRICH ADVISORS | Auditor | $39,270 | — | $39,270 |
| COVENANT TECHNOLOGY SOLUTIONS | Other Service Provider | $36,835 | — | $36,835 |
| ASP | Other Service Provider | $27,604 | — | $27,604 |
| PAUSE MEDIAION | Other Service Provider | $26,000 | — | $26,000 |
| BARRAN LIEBMAN LLP | Other Service Provider | $25,499 | — | $25,499 |
| WELLABLE LLC | Other Service Provider | $25,250 | — | $25,250 |
| SARINA SATURN | Other Service Provider | $21,126 | — | $21,126 |
| NONPROFIT MARKETING NERD CO. | Other Service Provider | $7,500 | — | $7,500 |
| CFO SELECTIONS LLC | Other Service Provider | $7,350 | — | $7,350 |
| ELIZABETH AUDERY EVENTS | Other Service Provider | $6,554 | — | $6,554 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- U.S. BANK — Recordkeeper
- ALDRICH ADVISORS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,646,328
- Estimated Expense Ratio: 1.681% 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 | $2,332,500 | $448,198 | — | — | — |
| 2023 | $2,155,001 | $410,036 | — | — | — |
| 2022 | $2,163,765 | $398,506 | — | — | $242,979 |