Plan Snapshot
- Plan Sponsor: Alaska Forest Association
- Sponsor EIN: 920062073
- Sponsor Address: PO BOX 6, MUKILTEO, WA, 98275
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 354
- Total Assets: $6.8M
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 | 354 | $6.8M | $5.2M | $134,634 |
| 2023 | 319 | $6.6M | $5.2M | $138,261 |
| 2022 | 300 | $6.0M | $5.1M | $186,700 |
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 |
|---|---|---|---|---|
| MERCER US INC | Other Service Provider | $119,406 | — | $119,406 |
| VIMLY BENEFIT SOLUTIONS | Other Service Provider | $107,316 | — | $107,316 |
| CLIFTONLARSONALLEN, LLP | Auditor | $34,650 | — | $34,650 |
| MADISON SCOTTSDALE INVESTMENT | Other Service Provider | $26,617 | — | $26,617 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $287,989
- Estimated Expense Ratio: 4.266% 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 | $477,515 | $26,617 | $107,316 | $34,650 | — |
| 2023 | $364,276 | $25,385 | $106,973 | $31,500 | — |
| 2022 | $366,992 | $25,348 | $106,675 | — | $32,286 |