Plan Snapshot
- Plan Sponsor: Board Of Trustees, Alaska United Food And Commercial
- Sponsor EIN: 916123694
- Sponsor Address: 12205 SW TUALATIN RD STE 200, TUALATIN, OR, 97062
- Plan Type: DB
- Total Participants: 2,108
- Total Assets: $205.6M
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 | 2,108 | $205.6M | $5.1M | $0 |
| 2023 | 1,622 | $198.1M | $5.1M | $0 |
| 2022 | 1,597 | $193.6M | $5.2M | $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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $381,840 | — | $381,840 |
| JPMORGAN CHASE BANK, NATIONAL ASSOC | Recordkeeper | $175,084 | — | $175,084 |
| MEKETA INVESTMENT GROUP, INC | Other Service Provider | $150,000 | — | $150,000 |
| RAEL & LETSON | Other Service Provider | $125,349 | — | $125,349 |
| ULLICO INFRASTRUCTURE | Other Service Provider | $117,952 | — | $117,952 |
| CLIFTONLARSONALLEN LLP | Auditor | $71,750 | — | $71,750 |
| BARLOW & COUGHRAN, P.S. | Other Service Provider | $34,709 | — | $34,709 |
| US BANK, NATIONAL ASSOCIATION | Recordkeeper | $23,088 | — | $23,088 |
| ABERDEEN STANDARD INVESTMENTS INC. | Other Service Provider | $10,155 | — | $10,155 |
| MARSH MCLENNAN AGENCY LLC | Investment Advisor | — | $10,004 | $10,004 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN CHASE BANK, NATIONAL ASSOC — Recordkeeper
- CLIFTONLARSONALLEN LLP — Auditor
- US BANK, NATIONAL ASSOCIATION — Recordkeeper
- MARSH MCLENNAN AGENCY LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,099,931
- Estimated Expense Ratio: 0.535% 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 | $1,443,961 | $468,409 | $381,840 | $46,348 | — |
| 2023 | $1,353,901 | $491,482 | $217,891 | $45,740 | — |
| 2022 | $1,207,335 | $463,611 | $225,947 | — | $230,654 |