Original filing (PDF)20251010110716NAL0018321778001

ALDER AGENCY & CO. D/B/A ALDER & CO.

Name: ALDER AGENCY & CO. D/B/A ALDER & CO. — ALDER AGENCY & CO. 401(K) PLAN, Form 5500 (2024)
Creator: ALDER AGENCY & CO. D/B/A ALDER & CO.

Form 5500-SF

FILING_RECEIVED

ALDER AGENCY & CO. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALDER AGENCY & CO. D/B/A ALDER & CO..

Plan sponsor

Name

ALDER AGENCY & CO. D/B/A ALDER & CO.

EIN

47-2556596

Address

888 SW FIFTH AVENUE · STE 1600, C/O CLAIRE BROWN · PORTLAND, OR · 97204

Phone

(503) 789-8455

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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