Portland Supported Employment 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Portland Supported Employment
  • Sponsor EIN: 931318907
  • Sponsor Address: 8730 SW TERWILLIGER BLVD. STE 101, PORTLAND, OR, 972190000
  • Plan Type: 401(k)
  • Total Participants: 89
  • Total Assets: $1.0M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202489$1.0M$0$72,829
202350$1.8M$44,000$90,374
202244$1.0M$39,985$77,556
201623$330,295$28,448$29,794
201529$378,778$25,835$34,919

Similar Plans