# Aks Engineering & Forestry, LLC 401(k) Plan
Source: https://planprovider.pro/companies/aks-engineering-and-forestry-ll-401k-plan

> Aks Engineering & Forestry, LLC's 401(k) plan: 336 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aks Engineering & Forestry, LLC

- **Sponsor EIN:** 931222759

- **Sponsor Address:** 12965 SW HERMAN RD #100, TUALATIN, OR, 97062

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

- **Total Participants:** 336

- **Total Assets:** $30.3M

## 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|336|$30.3M|$1.0M|$2.6M|

| 2023|320|$24.0M|$971,690|$2.4M|

| 2022|292|$17.3M|$905,662|$2.2M|

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$47,429|$109|$47,538|

| DELAP LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DELAP LLP](https://planprovider.pro/provider/delap-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,538

- **Estimated Expense Ratio:** 0.157% 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|$52,294|$47,429|—|—|—|

| 2023|$40,183|$37,743|—|—|—|

| 2022|$35,267|—|—|—|—|

## Similar Plans

- [Pae Consulting Engineers, INC.](https://planprovider.pro/companies/pae-consulting-engineers-inc-401k-plan) — 391 participants

- [David Evans Enterprises, INC.](https://planprovider.pro/companies/david-evans-enterprises-inc-401k-plan) — 1,120 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/aks-engineering-and-forestry-ll-401k-plan)

© 2026 PlanProvider.Pro