Plan Snapshot
- Plan Sponsor: Portland Art Museum
- Sponsor EIN: 930391604
- Sponsor Address: 1219 SW PARK AVENUE, PORTLAND, OR, 972052430
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $10.0M
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 | 111 | $10.0M | $291,865 | $669,976 |
| 2023 | 93 | $8.1M | $246,018 | $552,911 |
| 2022 | 93 | $6.7M | $215,324 | $441,934 |
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 & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GARY MCGEE & COMPANY 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 | $20,065 | $17,626 | $2,439 | — | — |
| 2023 | $19,265 | $13,685 | $5,580 | — | — |
| 2022 | $15,561 | $13,648 | $1,913 | — | — |