Plan Snapshot
- Plan Sponsor: The Oregon Humane Society
- Sponsor EIN: 930386880
- Sponsor Address: 1067 NE COLUMBIA BLVD, PORTLAND, OR, 972111411
- Plan Type: 401(k)
- Total Participants: 359
- Total Assets: $19.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 359 | $19.6M | $1.1M | $1.4M |
| 2023 | 300 | $16.3M | $612,337 | $1.3M |
| 2022 | 262 | $13.7M | $722,590 | $997,159 |
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 |
|---|---|---|---|---|
| PERKINS & COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PERKINS & COMPANY, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $47,043 | — | $47,043 | — | — |
| 2023 | $39,527 | — | $39,527 | — | — |
| 2022 | $32,213 | — | $32,213 | — | — |