Plan Snapshot
- Plan Sponsor: The Center
- Sponsor EIN: 931261079
- Sponsor Address: 2200 NE NEFF ROAD, SUITE 200, BEND, OR, 97701
- Plan Type: DC
- Total Participants: 360
- Total Assets: $50.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 360 | $50.5M | $1.1M | $2.4M |
| 2023 | 342 | $43.6M | $1.3M | $1.9M |
| 2022 | 316 | $35.5M | $1.4M | $1.7M |
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 |
|---|---|---|---|---|
| HUMAN INVESTING | ADVISOR | $78,656 | — | $78,656 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $41,403 | — | $41,403 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUMAN INVESTING — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $120,059
- Estimated Expense Ratio: 0.238% 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 | $120,059 | $78,656 | — | — | — |
| 2023 | $106,325 | $65,809 | — | — | — |
| 2022 | $115,893 | — | — | — | — |