# Oregon Episcopal School 403(b) Plan
Source: https://planprovider.pro/companies/oregon-episcopal-school-403b-plan

> Oregon Episcopal School's 403(b) plan: 287 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oregon Episcopal School

- **Sponsor EIN:** 930386915

- **Sponsor Address:** 6300 S.W. NICOL ROAD, PORTLAND, OR, 97223

- **Plan Type:** 403(b)

- **Total Participants:** 287

- **Total Assets:** $60.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|287|$60.8M|$1.2M|$1.7M|

| 2023|238|$57.5M|$1.2M|$1.5M|

| 2022|233|$50.8M|$1.1M|$1.5M|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — 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|$44,992|—|$44,992|—|—|

| 2023|$37,993|—|$37,993|—|—|

| 2022|$39,728|—|$39,728|—|—|

## Similar Plans

- [Head Start Of Lane County](https://planprovider.pro/companies/head-start-of-lane-county-403b-plan) — 260 participants

- [Catlin Gabel School](https://planprovider.pro/companies/catlin-gabel-school-403b-plan) — 222 participants

- [Alternative Services - Oregon, INC.](https://planprovider.pro/companies/alternative-services-oregon-inc-403b-plan) — 218 participants

- [Umatilla-Morrow Head Start, INC.](https://planprovider.pro/companies/umatilla-morrow-head-start-inc-plan-002) — 208 participants

- [Corban University](https://planprovider.pro/companies/corban-university-401k-plan) — 205 participants

- [Portland Opportunities Industrialization Center INC.](https://planprovider.pro/companies/portland-opportunities-industrialization-center-inc-403b-plan) — 369 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/oregon-episcopal-school-403b-plan)

© 2026 PlanProvider.Pro