# Oregon Education Association 401(k) Plan
Source: https://planprovider.pro/companies/oregon-education-association-930243443-501

> Oregon Education Association's 401(k) plan: 19,365 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ALDRICH ADVISORS](https://planprovider.pro/provider/aldrich-cpas-advisors-llp) — 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|

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