Plan Snapshot
- Plan Sponsor: The Oregon Clinic, P.C.
- Sponsor EIN: 931127856
- Sponsor Address: 541 NE 20TH AVE, PORTLAND, OR, 97232
- Plan Type: 401(k)
- Total Participants: 1,334
- Total Assets: $360.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,334 | $360.0M | $14.9M | $11.4M |
| 2023 | 1,319 | $312.8M | $15.3M | $10.8M |
| 2022 | 1,213 | $259.7M | $13.2M | $9.4M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $150,029 | — | $150,029 |
| MULTNOMAH GROUP INC | NONE | $38,030 | — | $38,030 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- MULTNOMAH GROUP INC — NONE
- 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: $188,059
- Estimated Expense Ratio: 0.052% 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 | $188,134 | $38,030 | — | — | — |
| 2023 | $178,290 | $37,105 | — | — | — |
| 2022 | $162,549 | $36,200 | — | — | — |