# Portland Art Museum 401(k) Plan
Source: https://planprovider.pro/companies/portland-art-museum-401k-plan

> Portland Art Museum's 401(k) plan: 111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/gary-mcgee-and-co-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|—|—|

## Similar Plans

- [Oregon Museum Of Science And Industry](https://planprovider.pro/companies/oregon-museum-of-science-and-industry-403b-plan) — 72 participants

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