Plan Snapshot
- Plan Sponsor: Fortis Construction INC.
- Sponsor EIN: 412096320
- Sponsor Address: 5331 S MACADAM AVENUE SUITE 100, PORTLAND, OR, 97239
- Plan Type: 401(k)
- Total Participants: 415
- Total Assets: $51.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 415 | $51.1M | $2.3M | $3.9M |
| 2023 | 328 | $44.4M | $2.0M | $3.1M |
| 2022 | 304 | $37.0M | $1.6M | $2.8M |
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 |
|---|---|---|---|---|
| CABLE HILL PARTNERS, LLC | SERVICE PROVIDER | — | $50,000 | $50,000 |
| VOYA RETIREMENT ADVISORS | SERVICE PROVIDER | $23,938 | — | $23,938 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,938
- Estimated Expense Ratio: 0.145% 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 | $159,071 | — | $159,071 | — | — |
| 2023 | $142,401 | — | $142,401 | — | — |
| 2022 | $134,310 | — | $134,310 | — | — |