# Alliance For A Healthier Generation 401(k) Plan
Source: https://planprovider.pro/companies/alliance-for-a-healthier-generation-401k-plan

> Alliance For A Healthier Generation's 401(k) plan: 59 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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)

- **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.|

| 2025|59|$13.1M|$0|$0|

| 2024|94|$11.4M|$0|$0|

| 2023|94|$9.8M|$0|$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|

| JONES & ROTH, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JONES & ROTH, PC](https://planprovider.pro/provider/jones-and-roth-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|

| 2025|$55,216|$24,253|$26,363|—|—|

| 2024|$50,474|$20,236|$26,313|—|—|

| 2023|$48,864|$17,589|$28,050|—|$3,225|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/alliance-for-a-healthier-generation-401k-plan)

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