Plan Snapshot
- Plan Sponsor: Portland General Electric Company
- Sponsor EIN: 930256820
- Sponsor Address: 121 SW SALMON STREET, PORTLAND, OR, 972042901
- Plan Type: DB
- Total Participants: 722
- Total Assets: $491.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 722 | $491.8M | $20.0M | $0 |
| 2023 | 792 | $534.1M | $3.1M | $0 |
| 2022 | 824 | $547.3M | $163,897 | $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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | $43,489 | — | $43,489 |
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: $43,489
- Estimated Expense Ratio: 0.009% 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 | $3,812,326 | $807,664 | — | $43,489 | — |
| 2023 | $4,039,440 | $906,966 | — | $4,600 | — |
| 2022 | $3,997,963 | $1,049,971 | — | — | $567,409 |