# Portland Opportunities Industrialization Center INC. 403(b) Plan
Source: https://planprovider.pro/companies/portland-opportunities-industrialization-center-inc-403b-plan

> Portland Opportunities Industrialization Center INC.'s 403(b) plan: 369 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| AMERICAN UNITED LIFE INSURANCE CO|NONE|$678|$28,884|$29,562|

| 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](https://planprovider.pro/provider/hoffman-stewart-and-schmidt-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $29,562

- **Estimated Expense Ratio:** 0.732% 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|$1,728|—|$1,728|—|—|

| 2023|$4,791|—|$4,791|—|—|

| 2022|$5,471|—|$5,471|—|—|

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