# Oregon Research Institute 403(b) Plan
Source: https://planprovider.pro/companies/oregon-research-institute-403b-plan

> Oregon Research Institute's 403(b) plan: 99 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oregon Research Institute

- **Sponsor EIN:** 930495655

- **Sponsor Address:** 3800 SPORTS WAY, SPRINGFIELD, OR, 97477

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

- **Total Participants:** 99

- **Total Assets:** $41.4M

## 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:** Yes

## Plan Financials by Year

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

| 2024|99|$41.4M|$354,989|$393,734|

| 2023|99|$42.3M|$453,051|$356,634|

| 2022|91|$39.7M|$315,919|$306,030|

## 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|

| BAKER TILLY US, LLP|Auditor|$12,748|—|$12,748|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $12,748

- **Estimated Expense Ratio:** 0.031% 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|$12,748|—|—|$12,748|—|

| 2023|$82,744|$50,169|$14,275|$17,065|—|

| 2022|$49,483|$20,668|$1,790|—|$27,025|

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