Plan Snapshot
- Plan Sponsor: Portland General Electric Company
- Sponsor EIN: 930256820
- Sponsor Address: 121 SW SALMON STREET, PORTLAND, OR, 972042901
- Plan Type: 401(k)
- Total Participants: 2,868
- Total Assets: $1.2B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,868 | $1.2B | $37.7M | $41.6M |
| 2023 | 2,842 | $1.1B | $33.9M | $38.4M |
| 2022 | 2,935 | $971.8M | $29.4M | $36.5M |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | $47,499 | — | $47,499 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,499
- Estimated Expense Ratio: 0.004% 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 | $1,235,311 | $846,721 | — | $47,499 | — |
| 2023 | $1,284,816 | $446,145 | — | $2,300 | — |
| 2022 | $1,781,181 | $218,765 | — | — | $480,303 |