# The Oregon Humane Society 401(k) Plan
Source: https://planprovider.pro/companies/the-oregon-humane-society-401k-plan

> The Oregon Humane Society's 401(k) plan: 359 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 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.](https://planprovider.pro/provider/perkins-and-company-pc) — 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|—|—|

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