Plan Snapshot
- Plan Sponsor: Oregon Processors Seasonal Employees Pension Plan
- Sponsor EIN: 930694182
- Sponsor Address: PO BOX 4148, PORTLAND, OR, 972084148
- Plan Type: DB
- Total Participants: 1,283
- Total Assets: $8.8M
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 | 1,283 | $8.8M | $339,291 | $0 |
| 2023 | 1,575 | $9.4M | $381,307 | $0 |
| 2022 | 1,428 | $9.4M | $291,182 | $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 |
|---|---|---|---|---|
| MILLIMAN, INC. | NONE | $233,025 | — | $233,025 |
| WILLIAM C. EARHART CO., INC. | NONE | $132,286 | — | $132,286 |
| US BANK, NA | NONE | $58,404 | — | $58,404 |
| WITHUMSMITH+BROWN, PC | NONE | $26,668 | — | $26,668 |
| BARLOW COUGHRAN MORALES & JOSEPHSON | NONE | $19,929 | — | $19,929 |
| METRO PRESORT INC | NONE | $11,592 | — | $11,592 |
| STEPHEN HORN INSURANCE SERVICES | NONE | — | $9,288 | $9,288 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — NONE
- US BANK, NA — NONE
- WITHUMSMITH+BROWN, PC — NONE
- STEPHEN HORN INSURANCE SERVICES — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $491,192
- Estimated Expense Ratio: 5.557% 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 | $814,959 | — | $123,315 | $17,186 | — |
| 2023 | $703,365 | — | $129,218 | $17,189 | — |
| 2022 | $605,986 | $48,917 | $125,830 | — | $120,948 |