Plan Snapshot
- Plan Sponsor: Portland Va Research Foundation INC
- Sponsor EIN: 943090170
- Sponsor Address: 3710 SW US VETERANS HOSPITAL RD., PORTLAND, OR, 97239
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 95 | $9.2M | $291,790 | $463,016 |
| 2023 | 92 | $6.6M | $236,244 | $401,503 |
| 2022 | 75 | $5.2M | $213,987 | $383,932 |
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 |
|---|---|---|---|---|
| JONES & ROTH, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES & ROTH, 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 | $14,322 | $1,938 | — | — | — |
| 2023 | $6,423 | $1,883 | — | — | — |
| 2022 | $6,268 | $1,668 | — | — | — |