Plan Snapshot
- Plan Sponsor: Oregon Emergency Physicians P.C.
- Sponsor EIN: 931162516
- Sponsor Address: 9155 SW BARNES ROAD, STE. 420, PORTLAND, OR, 97225
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $114.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 100 | $114.6M | $3.5M | $2.2M |
| 2023 | 123 | $100.1M | $3.3M | $2.1M |
| 2022 | 119 | $90.1M | $2.9M | $1.9M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | Investment Advisor | $19,691 | — | $19,691 |
| VANGUARD ADVISERS INC. | Investment Advisor | $15,247 | — | $15,247 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — Investment Advisor
- VANGUARD ADVISERS INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,938
- Estimated Expense Ratio: 0.030% 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 | $37,096 | $34,343 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |