Plan Snapshot
- Plan Sponsor: Alliance For A Healthier Generation
- Sponsor EIN: 272028308
- Sponsor Address: 1028 SE WATER AVE, SUITE 210, PORTLAND, OR, 97214
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 59
- Total Assets: $13.1M
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 | 59 | $13.1M | $312,053 | $740,118 |
| 2023 | 94 | $11.4M | $485,538 | $764,948 |
| 2022 | 94 | $9.8M | $281,373 | $666,525 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | Investment Advisor | $24,253 | — | $24,253 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,253
- Estimated Expense Ratio: 0.185% 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 | $55,216 | $24,253 | $26,363 | — | — |
| 2023 | $50,474 | $20,236 | $26,313 | — | — |
| 2022 | $48,864 | $17,589 | $28,050 | — | $3,225 |