Plan Snapshot
- Plan Sponsor: Acm Human Resources, LLC
- Sponsor EIN: 474134320
- Sponsor Address: 2175 NW RALEIGH ST. STE110, PORTLAND, OR, 97210
- Plan Type: 401(k)
- Total Participants: 309
- Total Assets: $16.8M
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 | 309 | $16.8M | $775,750 | $1.4M |
| 2023 | 293 | $15.2M | $734,252 | $1.4M |
| 2022 | 395 | $13.3M | $742,574 | $1.5M |
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 |
|---|---|---|---|---|
| MPWA INC DBA MESTMAKER & PETREY WEA | Investment Advisor | $21,169 | — | $21,169 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $16,403 | — | $16,403 |
| FREEDOM FIDUCIARIES LLC | Investment Advisor | $11,801 | — | $11,801 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FREEDOM FIDUCIARIES LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,373
- Estimated Expense Ratio: 0.294% 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 | $54,158 | $37,755 | — | — | — |
| 2023 | $48,381 | $32,294 | — | — | — |
| 2022 | $51,287 | — | $51,287 | — | — |