Portland State University Foundation DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Portland State University Foundation
  • Sponsor EIN: 930619733
  • Sponsor Address: PO BOX 243, PORTLAND, OR, 97207
  • Plan Type: DC
  • Total Participants: 67
  • Total Assets: $9.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202467$9.1M$516,793$488,705
202353$7.6M$230,847$219,835
202261$7.5M$447,327$406,020

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