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)
- Plan Number: 001
- Total Participants: 410
- Total Assets: $20.7M
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. |
|---|---|---|---|---|
| 2025 | 410 | $20.7M | $0 | $0 |
| 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 | Investment Advisor | $24,266 | — | $24,266 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $20,690 | — | $20,690 |
| FREEDOM FIDUCIARIES LLC | Investment Advisor | $13,659 | — | $13,659 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $5,664 | — | $5,664 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,279
- Estimated Expense Ratio: 0.310% 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 |
|---|---|---|---|---|---|
| 2025 | $1,871,719 | $43,590 | — | — | — |
| 2024 | $54,158 | $37,755 | — | — | — |
| 2023 | $48,381 | $32,294 | — | — | — |
| 2022 | $51,287 | — | $51,287 | — | — |