# Portland Bottling Company 401(k) Plan
Source: https://planprovider.pro/companies/portland-bottling-company-401k-plan

> Portland Bottling Company's 401(k) plan: 155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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