Plan Snapshot
- Plan Sponsor: Urban League Of Portland
- Sponsor EIN: 930395590
- Sponsor Address: 10 N RUSSELL ST, PORTLAND, OR, 972271619
- Plan Type: DC
- Total Participants: 133
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 133 | $1.3M | $285,417 | $234,697 |
| 2023 | 156 | $865,405 | $168,006 | $215,062 |
| 2022 | 116 | $416,560 | $117,545 | $152,308 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $6,614 | — | $6,614 |
| VERITY ACCOUNTANCY, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- VERITY ACCOUNTANCY, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,614
- Estimated Expense Ratio: 0.520% 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 | $15,394 | $4,960 | $9,574 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |