# Trillium Family Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/trillium-family-services-inc-401k-plan

> Trillium Family Services, INC.'s 401(k) plan: 531 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trillium Family Services, INC.

- **Sponsor EIN:** 930386966

- **Sponsor Address:** 3415 SE POWELL BLVD, PORTLAND, OR, 97202

- **Plan Type:** 401(k)

- **Total Participants:** 531

- **Total Assets:** $22.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|531|$22.1M|$880,190|$1.2M|

| 2023|577|$18.5M|$810,474|$1.1M|

| 2022|444|$14.3M|$487,755|$922,454|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$59,425|—|$59,425|

| JONES & ROTH|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [JONES & ROTH](https://planprovider.pro/provider/jones-and-roth-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $59,425

- **Estimated Expense Ratio:** 0.269% 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|$4,906|—|$4,906|—|—|

| 2023|$4,165|—|$4,165|—|—|

| 2022|$6,634|—|$6,634|—|—|

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