Plan Snapshot
- Plan Sponsor: Portland Bottling Company
- Sponsor EIN: 710870520
- Sponsor Address: 16800 SE EVELYN ST STE 120, CLACKAMAS, OR, 970158578
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 155 | $4.7M | $274,851 | $580,449 |
| 2023 | 214 | $3.8M | $260,675 | $505,120 |
| 2022 | 208 | $2.7M | $249,056 | $426,780 |
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 |
|---|---|---|---|---|
| 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: $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 | $28,315 | $11,076 | $16,379 | — | — |
| 2023 | $25,030 | $9,028 | $15,142 | — | — |
| 2022 | $42,627 | $9,131 | $12,407 | — | $21,089 |