# Seiu Local 503, Oregon Public Employees Union DC Plan
Source: https://planprovider.pro/companies/seiu-local-503-oregon-public-employees-union-plan

> Seiu Local 503, Oregon Public Employees Union's DC plan: 174 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Seiu Local 503, Oregon Public Employees Union

- **Sponsor EIN:** 930323147

- **Sponsor Address:** 1730 COMMERCIAL STREET SE, SALEM, OR, 97302

- **Plan Type:** DC

- **Total Participants:** 174

- **Total Assets:** $32.9M

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|174|$32.9M|$2.4M|$344,842|

| 2023|171|$29.0M|$2.2M|$325,232|

| 2022|167|$24.8M|$1.9M|$297,539|

## 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|

| ALDRICH WEALTH ADVISOR|NONE|$92,635|—|$92,635|

| NWPS|NONE|$24,563|—|$24,563|

| CHARLES SCHWAB & CO, INC.|NONE|$9,191|—|$9,191|

| MEIHAUS CPA, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALDRICH WEALTH ADVISOR](https://planprovider.pro/provider/aldrich-wealth-lp) — NONE

- [NWPS](https://planprovider.pro/provider/nwps) — NONE

- [CHARLES SCHWAB & CO, INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MEIHAUS CPA, PC](https://planprovider.pro/provider/meihaus-cpa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $126,389

- **Estimated Expense Ratio:** 0.384% 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|$126,389|$92,635|—|—|—|

| 2023|$109,256|$78,977|$5,707|—|—|

| 2022|$99,993|$72,268|$27,725|—|—|

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