# A Cut Above Exteriors, INC. 401(k) Plan
Source: https://planprovider.pro/companies/a-cut-above-exteriors-inc-401k-plan

> A Cut Above Exteriors, INC.'s 401(k) plan: 361 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** A Cut Above Exteriors, INC.

- **Sponsor EIN:** 431988180

- **Sponsor Address:** 18151 SW BOONES FERRY ROAD, PORTLAND, OR, 97224

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

- **Total Participants:** 361

- **Total Assets:** $10.1M

## 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|361|$10.1M|$630,289|$1.2M|

| 2023|342|$7.6M|$572,118|$1.2M|

| 2022|301|$5.1M|$496,778|$999,437|

## 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|$45,385|—|$45,385|

| RAYMOND JAMES FINANCIAL SERVICES AD|NONE|$20,154|—|$20,154|

| ALDRICH ADVISORS|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

- [RAYMOND JAMES FINANCIAL SERVICES AD](https://planprovider.pro/provider/raymond-james-financial-inc) — NONE

- [ALDRICH ADVISORS](https://planprovider.pro/provider/aldrich-cpas-advisors-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $65,539

- **Estimated Expense Ratio:** 0.648% 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|$24,534|$20,154|$4,380|—|—|

| 2023|$18,212|—|$18,212|—|—|

| 2022|$12,614|—|$12,614|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/a-cut-above-exteriors-inc-401k-plan)

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