Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AKT SERVICES, LLP
EIN 93-1316075individual & family servicesLatest filing 2024
Plans
2
Retirement
2
$109.8M assets
Welfare
0
Participants
654
5665 MEADOWS ROAD #200 - LAKE OSWEGO, OR 97035503-620-4489LinkedIn201-500 employeesindividual & family services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $109.8M assets / 654 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ALDRICH RETIREMENT PLAN
401k
Assets$106.7M
Participants543
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
ALDRICH CASH BALANCE PENSION PLAN
CashBalance
Assets$3.1M
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ALDRICH RETIREMENT PLAN | 401k | $106.7M | 543 | 2024 | |
| 005 | ALDRICH CASH BALANCE PENSION PLAN | CashBalance | $3.1M | 111 | 2024 |
Retirement plans
Welfare plans