# Oregon State University Foundation DC Plan
Source: https://planprovider.pro/companies/oregon-state-university-foundation-936022772-001

> Oregon State University Foundation's DC plan: 157 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oregon State University Foundation

- **Sponsor EIN:** 936022772

- **Sponsor Address:** 4238 SW RESEARCH WAY, CORVALLIS, OR, 97333

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 157

- **Total Assets:** $49.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|157|$49.4M|$3.0M|$0|

| 2023|144|$45.4M|$2.8M|$0|

| 2022|131|$36.3M|$2.6M|$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|

| CHARLES SCHWAB TRUST BANK|Recordkeeper|—|$15,479|$15,479|

### Verified Provider Profiles

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

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $15,479

- **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|$845|—|$845|—|—|

| 2023|$460|—|$460|—|—|

| 2022|$90|—|$90|—|—|

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