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Original filing (PDF)20260304070344NAL0004700800001
ALTERNATIVE SERVICES - OREGON, INC.
Form 5500
FILING_RECEIVED
ALTERNATIVE SERVICES - OREGON, INC. 403B/ERISA TAX SHELTERED ANNUITY PLAN
403(b) retirement plan
Signals · 4
Late filing · 3.6 mo32% in single holding~145 bps in Sched C feesNo recordkeeper disclosed
Active participants
218
Accounts w/ balance
246
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
86
Concentration risk
84
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 3.6 months past the 10.5-month grace window.
- Top holding "Charles Schwab" is 32% of plan.
- 145 bps in Schedule C fees — 180% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALTERNATIVE SERVICES - OREGON, INC..
Plan sponsor
Name
ALTERNATIVE SERVICES - OREGON, INC.
EIN
93-1014288
Address
7165 SW FIR LOOP, SUITE 200 · TIGARD, OR · 97223
Phone
(503) 941-5256
Industry
Educational 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
2026-03-04
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CENKO, VENDITTELLI, HAYNES & TOKARZ
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP LLC | 20-5916766 | — | NONE | $36K | — |
| SENTINEL PENSION ADVISORS | 04-3422848 | — | NONE | $10K | — |
Investments
16 direct securities· $3.0M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab | — | — | — | $959K | 30.1% | |
| Charles Schwab | — | — | — | $625K | 19.6% | |
| Charles Schwab | — | — | — | $295K | 9.2% | |
| Charles Schwab | — | — | — | $200K | 6.3% | |
| Charles Schwab | — | — | $187K | $187K | 5.9% | |
| Charles Schwab | — | — | — | $159K | 5.0% | |
| Charles Schwab | — | — | — | $151K | 4.7% | |
| Charles Schwab | — | — | — | $129K | 4.1% | |
| Charles Schwab | — | — | — | $94K | 2.9% | |
| Note receivable from participants | — | — | — | $83K | 2.6% | |
| Charles Schwab | — | — | — | $72K | 2.3% | |
| Charles Schwab | — | — | — | $55K | 1.7% | |
| Charles Schwab | — | — | — | $14K | 0.4% | |
| Charles Schwab | — | — | — | $4K | 0.1% | |
| Charles Schwab | — | — | — | $3K | <0.1% | |
| Charles Schwab | — | — | — | $3K | <0.1% |
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