Albertina Kerr Centers 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Albertina Kerr Centers
  • Sponsor EIN: 930386780
  • Sponsor Address: 876 NE 162ND AVENUE, PORTLAND, OR, 97230
  • Plan Type: 401(k)
  • Plan Number: 002
  • Total Participants: 466
  • Total Assets: $11.4M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023466$11.4M$423,670$782,280
2022484$9.9M$420,219$779,201

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