# Oregon Health & Science University Foundation 403(b) Plan
Source: https://planprovider.pro/companies/oregon-health-science-university-foundation-403b-plan

> Oregon Health & Science University Foundation's 403(b) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oregon Health & Science University Foundation

- **Sponsor EIN:** 237083114

- **Sponsor Address:** 2020 SW 4TH AVENUE, STE 900, PORTLAND, OR, 97201

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

- **Total Participants:** 133

- **Total Assets:** $11.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|133|$11.1M|$0|$0|

| 2023|123|$9.8M|$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|

| HOFFMAN, STEWART & SCHMIDT, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HOFFMAN, STEWART & SCHMIDT, P.C.](https://planprovider.pro/provider/hoffman-stewart-and-schmidt-pc) — 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|$310|—|$310|—|—|

| 2023|$250|—|$250|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/oregon-health-science-university-foundation-403b-plan)

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