Plan Snapshot
- Plan Sponsor: Alternative Services - Oregon, INC.
- Sponsor EIN: 931014288
- Sponsor Address: 7165 SW FIR LOOP, SUITE 200, TIGARD, OR, 97223
- Plan Type: 403(b)
- Total Participants: 218
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 218 | $3.2M | $170,496 | $73,726 |
| 2023 | 218 | $3.6M | $318,096 | $68,988 |
| 2022 | 141 | $3.1M | $172,243 | $91,507 |
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 |
|---|---|---|---|---|
| CENKO, VENDITTELLI, HAYNES & TOKARZ | Auditor | — | — | $0 |
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 | $46,792 | $10,224 | — | — | — |
| 2023 | $15,038 | — | $312 | — | — |
| 2022 | $6,187 | $6,187 | — | — | — |