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 |
|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT | Other Service Provider | $222,715 | $10,251 | $232,966 |
| RAEL & LETSON | Other Service Provider | $94,581 | — | $94,581 |
| BENESYS INC | Other Service Provider | $78,694 | — | $78,694 |
| US BANK NA | Recordkeeper | $35,955 | — | $35,955 |
| CLIFTONLARSONALLEN LLP | Auditor | $27,227 | — | $27,227 |
| BARLOW & COUGHRAN, P.S. | Other Service Provider | $15,000 | — | $15,000 |
| HILTON VANCOUVER WASHINGTON | Other Service Provider | $9,581 | — | $9,581 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK NA — Recordkeeper
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $494,004
- Estimated Expense Ratio: 0.399% 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 |