Plan Snapshot
- Plan Sponsor: Oregon Law Center
- Sponsor EIN: 931194564
- Sponsor Address: 621 SW MORRISON ST STE 1450, PORTLAND, OR, 97205
- Plan Type: DC
- Total Participants: 102
- Total Assets: $10.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 102 | $10.9M | $516,232 | $505,407 |
| 2023 | 94 | $9.1M | $494,153 | $488,951 |
| 2022 | 139 | $7.6M | $441,880 | $411,971 |
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 |
|---|---|---|---|---|
| GARY MCGEE & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GARY MCGEE & CO. 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 | $2,467 | $2,467 | — | — | — |
| 2023 | $1,802 | $1,802 | — | — | — |
| 2022 | — | — | — | — | — |