# The Oregon Clinic, P.C. DB Plan
Source: https://planprovider.pro/companies/the-oregon-clinic-p-c-plan-004

> The Oregon Clinic, P.C.'s DB plan: 173 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| BAKER TILLY US, LLP|Auditor|$30,000|—|$30,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [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:** $30,000

- **Estimated Expense Ratio:** 0.145% 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|—|—|—|

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