# Oregon Shakespeare Festival Association 401(k) Plan
Source: https://planprovider.pro/companies/oregon-shakespeare-festival-association-401k-plan-003

> Oregon Shakespeare Festival Association's 401(k) plan: 385 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oregon Shakespeare Festival Association

- **Sponsor EIN:** 930407022

- **Sponsor Address:** 15 S PIONEER ST, ASHLAND, OR, 97520

- **Plan Type:** 401(k)

- **Total Participants:** 385

- **Total Assets:** $7.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|385|$7.4M|$202,241|$540,084|

| 2023|154|$7.8M|$144,597|$543,325|

| 2022|285|$11.9M|$149,312|$615,789|

## 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|—|—|$0|

### 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:** $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|$6,270|—|$6,270|—|—|

| 2023|$8,285|$8,285|—|—|—|

| 2022|$8,594|$8,594|—|—|—|

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