# Portland French Ltd. DC Plan
Source: https://planprovider.pro/companies/portland-french-ltd-plan

> Portland French Ltd.'s DC plan: 104 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Portland French Ltd.

- **Sponsor EIN:** 930887968

- **Sponsor Address:** 6840 N MARINE DR, PORTLAND, OR, 97203

- **Plan Type:** DC

- **Total Participants:** 104

- **Total Assets:** $13.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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.|

| 2023|104|$13.4M|$377,691|$215,507|

| 2022|104|$12.4M|$358,250|$246,943|

## 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|

| AMERICAN UNITED LIFE INSURANCE CO|NONE|$720|$111,020|$111,740|

| ONEDIGITAL INVESTMENT ADVSRS|NONE|—|$62,282|$62,282|

| VERITY ACCOUNTANCY PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ONEDIGITAL INVESTMENT ADVSRS](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [VERITY ACCOUNTANCY PC](https://planprovider.pro/provider/verity-accountancy-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $174,022

- **Estimated Expense Ratio:** 1.300% 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|

| 2023|$360|—|$360|—|—|

| 2022|$12,831|—|$600|—|$12,231|

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