Plan Snapshot
- Plan Sponsor: The Oregon Clinic, P.C.
- Sponsor EIN: 931127856
- Sponsor Address: 541 NE 20TH AVENUE, PORTLAND, OR, 97232
- Plan Type: DB
- Total Participants: 173
- Total Assets: $20.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 173 | $20.6M | $11.3M | $0 |
| 2023 | 176 | $10.1M | $9.8M | $0 |
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 |
|---|---|---|---|---|
| OCTOBER THREE CONSULTING LLC | Other Service Provider | $140,928 | — | $140,928 |
| MOSS ADAMS | Recordkeeper | $30,000 | — | $30,000 |
| THE OREGON CLINIC | Other Service Provider | $22,323 | — | $22,323 |
| ALLIANCE BERNSTEIN L.P. | Other Service Provider | $20,374 | — | $20,374 |
| STOEL RIVES LLP | ERISA Attorney | $16,596 | — | $16,596 |
| MATRIX | Recordkeeper | $6,418 | — | $6,418 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS ADAMS — Recordkeeper
- STOEL RIVES LLP — ERISA Attorney
- MATRIX — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $236,639
- Estimated Expense Ratio: 1.147% 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 | $236,638 | $20,374 | $18,988 | $30,000 | — |
| 2023 | $87,819 | $3,849 | — | — | — |