Plan Snapshot
- Plan Sponsor: Portland Opportunities Industrialization Center INC.
- Sponsor EIN: 930593858
- Sponsor Address: 717 N KILLINGSWORTH CT, PORTLAND, OR, 972172335
- Plan Type: 403(b)
- Total Participants: 369
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 369 | $4.0M | $0 | $313,457 |
| 2023 | 261 | $3.5M | $42,839 | $240,448 |
| 2022 | 195 | $3.1M | $316,096 | $152,198 |
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 |
|---|---|---|---|---|
| HOFFMAN, STEWART & SCHMIDT PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOFFMAN, STEWART & SCHMIDT PC — 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 | $1,728 | — | $1,728 | — | — |
| 2023 | $4,791 | — | $4,791 | — | — |
| 2022 | $5,471 | — | $5,471 | — | — |