Plan Snapshot
- Plan Sponsor: Board Of Trustees, Alaska United Food And Commercial
- Sponsor EIN: 926003453
- Sponsor Address: 12205 SW TUALATIN RD STE 200, TUALATIN, OR, 97062
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,097
- Total Assets: $23.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,097 | $23.6M | $20.7M | $1.4M |
| 2023 | 1,696 | $21.6M | $21.5M | $1.3M |
| 2022 | 1,688 | $22.1M | $21.8M | $2.0M |
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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $547,692 | — | $547,692 |
| AETNA | Other Service Provider | $406,999 | — | $406,999 |
| RAEL & LETSON | Other Service Provider | $159,505 | — | $159,505 |
| TRANSCARENT | Other Service Provider | $115,958 | — | $115,958 |
| BEACON OCCUPATIONAL HEALTH & SAFETY | Other Service Provider | $68,333 | — | $68,333 |
| CLIFTONLARSONALLEN LLP | Auditor | $51,071 | — | $51,071 |
| BARLOW & COUGHRAN, P.S. | Other Service Provider | $34,178 | — | $34,178 |
| US BANK, NATIONAL ASSOCIATION | Recordkeeper | $15,977 | — | $15,977 |
| MEKETA INVESTMENT GROUP, INC. | Other Service Provider | $12,500 | — | $12,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
- US BANK, NATIONAL ASSOCIATION — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,412,213
- Estimated Expense Ratio: 5.980% 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 | $909,842 | $12,500 | $547,692 | $38,503 | — |
| 2023 | $665,834 | $22,203 | $305,602 | $23,985 | — |
| 2022 | $1,841,167 | $18,598 | $1,002,115 | — | $738,471 |