Plan Snapshot
- Plan Sponsor: Stand For Children Leadership Center
- Sponsor EIN: 521957214
- Sponsor Address: 2121 SW BROADWAY SUITE 111, PORTLAND, OR, 97201
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $12.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 123 | $12.2M | $410,229 | $920,382 |
| 2023 | 117 | $11.6M | $380,694 | $828,358 |
| 2022 | 106 | $10.5M | $401,311 | $834,317 |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $28,875 | — | $28,875 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $15,069 | — | $15,069 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $9,449 | — | $9,449 |
| MCDONALD JACOBS, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
- MCDONALD JACOBS, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,393
- Estimated Expense Ratio: 0.438% 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 | $53,393 | $38,324 | — | — | — |
| 2023 | $49,185 | $27,314 | — | — | — |
| 2022 | $50,957 | — | $26,277 | — | $24,680 |