Plan Snapshot
- Plan Sponsor: Bot,All Ak Longshore Pension Fund
- Sponsor EIN: 916085352
- Sponsor Address: 5331 S MACADAM AVE #220, PORTLAND, OR, 97239
- Plan Type: DB
- Total Participants: 346
- Total Assets: $123.9M
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 | 346 | $123.9M | $5.1M | $0 |
| 2023 | 362 | $111.4M | $4.4M | $0 |
| 2022 | 329 | $98.2M | $4.2M | $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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $23,306 | — | $23,306 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,306
- Estimated Expense Ratio: 0.019% 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 | $609,962 | $258,670 | $70,783 | $23,306 | — |
| 2023 | $539,010 | $199,156 | $53,400 | $23,782 | — |
| 2022 | $508,125 | $224,436 | $43,010 | — | $130,314 |