Plan Snapshot
- Plan Sponsor: Western States Office & Professional Emp
- Sponsor EIN: 946076144
- Sponsor Address: 1220 SW MORRISON ST, SUITE 300, PORTLAND, CA, 972052222
- Plan Type: DB
- Total Participants: 469
- Total Assets: $601.2M
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 | 469 | $601.2M | $7.5M | $0 |
| 2023 | 629 | $610.4M | $9.9M | $0 |
| 2022 | 659 | $343.2M | $3.5M | $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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | $27,250 | — | $27,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,250
- Estimated Expense Ratio: 0.005% 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 | $2,960,777 | $1,405,711 | $503,239 | $27,250 | — |
| 2023 | $2,730,338 | $1,117,046 | $502,780 | $735,367 | — |
| 2022 | $2,722,612 | $922,888 | $494,019 | — | $818,769 |