Plan Snapshot
- Plan Sponsor: Alphausa Holdings INC.
- Sponsor EIN: 352622801
- Sponsor Address: 9155 SW BOECKMAN ROAD, WILSONVILLE, OR, 97070
- Plan Type: 401(k)
- Total Participants: 238
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 238 | $5.7M | $111,988 | $952,052 |
| 2023 | 177 | $4.5M | $111,139 | $902,253 |
| 2022 | 175 | $3.8M | $100,775 | $830,823 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE — 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 |
|---|---|---|---|---|---|
| 2024 | $75,809 | $12,425 | — | — | — |
| 2023 | $64,458 | $11,184 | — | — | — |
| 2022 | $60,273 | — | — | — | — |