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AKT SERVICES, LLP — ALDRICH CASH BALANCE PENSION PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250902184439NAL0014535489001
AKT SERVICES, LLP
Form 5500-SF
FILING_RECEIVED
ALDRICH CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
101
Accounts w/ balance
—
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
86
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
AKT SERVICES, LLP
.
Find decision makers
Plan sponsor
Name
AKT SERVICES, LLP
EIN
93-1316075
Address
5665 SW MEADOWS ROAD, STE 200 · LAKE OSWEGO, OR · 97035
Phone
(503) 585-7774
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
Pension benefit codes
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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