# Portland Va Research Foundation INC 401(k) Plan
Source: https://planprovider.pro/companies/portland-va-research-foundation-inc-401k-plan

> Portland Va Research Foundation INC's 401(k) plan: 95 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jones-and-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|—|—|—|

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