# The Center DC Plan
Source: https://planprovider.pro/companies/the-center-plan

> The Center's DC plan: 360 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/human-interest-inc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-center-plan)

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