Civic Intelligence

AKT SERVICES, LLP

Plan context: Akt Retirement Plan

EIN 93-1316075 • Lake Oswego, OR • 46 filings • 9 plans

5665 SW Meadows Road, Ste 200Lake Oswego, OR 97035
Current Snapshot

Latest Year

2024

2024 Participants

376

2024 Assets

$109,826,180

2024 Contributions

$9,438,391

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$109,826,180$54,913,090$0200620162024YearValue
$109,826,180Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

3761880200620152024YearValue
376Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242376$109,826,180$9,438,391$25,102iApproximate average salary by contribution assumption: employee only about $627,553 at 4% or $418,368 at 6%; with 50% employer match about $418,368 at 4% or $278,912 at 6%; with 100% employer match about $313,776 at 4% or $209,184 at 6%.
Akt Retirement Plan-376$106,713,863$8,625,550$22,940iApproximate average salary by contribution assumption: employee only about $573,507 at 4% or $382,338 at 6%; with 50% employer match about $382,338 at 4% or $254,892 at 6%; with 100% employer match about $286,754 at 4% or $191,169 at 6%.
ALDRICH CASH BALANCE PENSION PLAN-111$3,112,317$812,841$7,323iApproximate average salary by contribution assumption: employee only about $183,072 at 4% or $122,048 at 6%; with 50% employer match about $122,048 at 4% or $81,365 at 6%; with 100% employer match about $91,536 at 4% or $61,024 at 6%.
20232365$101,117,666$9,144,445$25,053iApproximate average salary by contribution assumption: employee only about $626,332 at 4% or $417,555 at 6%; with 50% employer match about $417,555 at 4% or $278,370 at 6%; with 100% employer match about $313,166 at 4% or $208,777 at 6%.
Akt Retirement Plan-365$98,256,094$8,190,464$22,440iApproximate average salary by contribution assumption: employee only about $560,991 at 4% or $373,994 at 6%; with 50% employer match about $373,994 at 4% or $249,329 at 6%; with 100% employer match about $280,495 at 4% or $186,997 at 6%.
ALDRICH CASH BALANCE PENSION PLAN-107$2,861,572$953,981$8,916iApproximate average salary by contribution assumption: employee only about $222,893 at 4% or $148,595 at 6%; with 50% employer match about $148,595 at 4% or $99,063 at 6%; with 100% employer match about $111,446 at 4% or $74,298 at 6%.
20222374$92,559,427$9,693,933$25,920iApproximate average salary by contribution assumption: employee only about $647,990 at 4% or $431,993 at 6%; with 50% employer match about $431,993 at 4% or $287,996 at 6%; with 100% employer match about $323,995 at 4% or $215,997 at 6%.
Akt Retirement Plan-374$90,340,013$8,553,933$22,871iApproximate average salary by contribution assumption: employee only about $571,787 at 4% or $381,191 at 6%; with 50% employer match about $381,191 at 4% or $254,128 at 6%; with 100% employer match about $285,893 at 4% or $190,596 at 6%.
ALDRICH CASH BALANCE PENSION PLAN-95$2,219,414$1,140,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
20213341$103,319,611$8,067,232$23,658iApproximate average salary by contribution assumption: employee only about $591,439 at 4% or $394,293 at 6%; with 50% employer match about $394,293 at 4% or $262,862 at 6%; with 100% employer match about $295,720 at 4% or $197,146 at 6%.
Akt Retirement Plan-341$102,235,818$6,983,439$20,479iApproximate average salary by contribution assumption: employee only about $511,982 at 4% or $341,322 at 6%; with 50% employer match about $341,322 at 4% or $227,548 at 6%; with 100% employer match about $255,991 at 4% or $170,661 at 6%.
ALDRICH CASH BALANCE PENSION PLAN-72$1,083,793$1,083,793$15,053iApproximate average salary by contribution assumption: employee only about $376,317 at 4% or $250,878 at 6%; with 50% employer match about $250,878 at 4% or $167,252 at 6%; with 100% employer match about $188,159 at 4% or $125,439 at 6%.
Aldrich Welfare Benefit Plan-272---
20202341$89,505,153$6,347,387$18,614iApproximate average salary by contribution assumption: employee only about $465,351 at 4% or $310,234 at 6%; with 50% employer match about $310,234 at 4% or $206,823 at 6%; with 100% employer match about $232,675 at 4% or $155,117 at 6%.
Akt Retirement Plan-341$89,505,153$6,347,387$18,614iApproximate average salary by contribution assumption: employee only about $465,351 at 4% or $310,234 at 6%; with 50% employer match about $310,234 at 4% or $206,823 at 6%; with 100% employer match about $232,675 at 4% or $155,117 at 6%.
Aldrich Welfare Benefit Plan-262---
20193315$74,424,606$8,653,812$27,472iApproximate average salary by contribution assumption: employee only about $686,810 at 4% or $457,874 at 6%; with 50% employer match about $457,874 at 4% or $305,249 at 6%; with 100% employer match about $343,405 at 4% or $228,937 at 6%.
Akt Retirement Plan-315$74,424,606$8,653,812$27,472iApproximate average salary by contribution assumption: employee only about $686,810 at 4% or $457,874 at 6%; with 50% employer match about $457,874 at 4% or $305,249 at 6%; with 100% employer match about $343,405 at 4% or $228,937 at 6%.
Akt Cash Balance Plan-0---
Aldrich Welfare Benefit Plan-244---
20183297$62,945,772$5,029,226$16,933iApproximate average salary by contribution assumption: employee only about $423,336 at 4% or $282,224 at 6%; with 50% employer match about $282,224 at 4% or $188,149 at 6%; with 100% employer match about $211,668 at 4% or $141,112 at 6%.
Akt Retirement Plan-297$57,318,587$4,502,125$15,159iApproximate average salary by contribution assumption: employee only about $378,967 at 4% or $252,645 at 6%; with 50% employer match about $252,645 at 4% or $168,430 at 6%; with 100% employer match about $189,483 at 4% or $126,322 at 6%.
Akt Cash Balance Plan-216$5,627,185$527,101$2,440iApproximate average salary by contribution assumption: employee only about $61,007 at 4% or $40,671 at 6%; with 50% employer match about $40,671 at 4% or $27,114 at 6%; with 100% employer match about $30,504 at 4% or $20,336 at 6%.
Aldrich Welfare Benefit Plan-228---
20173287$72,022,331$8,265,907$28,801iApproximate average salary by contribution assumption: employee only about $720,027 at 4% or $480,018 at 6%; with 50% employer match about $480,018 at 4% or $320,012 at 6%; with 100% employer match about $360,013 at 4% or $240,009 at 6%.
Akt Retirement Plan-287$64,697,787$7,493,779$26,111iApproximate average salary by contribution assumption: employee only about $652,768 at 4% or $435,179 at 6%; with 50% employer match about $435,179 at 4% or $290,119 at 6%; with 100% employer match about $326,384 at 4% or $217,589 at 6%.
Akt Cash Balance Plan-251$7,324,544$772,128$3,076iApproximate average salary by contribution assumption: employee only about $76,905 at 4% or $51,270 at 6%; with 50% employer match about $51,270 at 4% or $34,180 at 6%; with 100% employer match about $38,453 at 4% or $25,635 at 6%.
Aldrich Welfare Benefit Plan-220---
20163279$56,816,931$5,473,810$19,619iApproximate average salary by contribution assumption: employee only about $490,485 at 4% or $326,990 at 6%; with 50% employer match about $326,990 at 4% or $217,993 at 6%; with 100% employer match about $245,242 at 4% or $163,495 at 6%.
Akt Retirement Plan-279$50,741,912$4,586,445$16,439iApproximate average salary by contribution assumption: employee only about $410,972 at 4% or $273,981 at 6%; with 50% employer match about $273,981 at 4% or $182,654 at 6%; with 100% employer match about $205,486 at 4% or $136,991 at 6%.
Akt Cash Balance Plan-277$6,075,019$887,365$3,203iApproximate average salary by contribution assumption: employee only about $80,087 at 4% or $53,391 at 6%; with 50% employer match about $53,391 at 4% or $35,594 at 6%; with 100% employer match about $40,044 at 4% or $26,696 at 6%.
Aldrich Welfare Benefit Plan-199---
20153272$49,594,904$4,302,894$15,819iApproximate average salary by contribution assumption: employee only about $395,487 at 4% or $263,658 at 6%; with 50% employer match about $263,658 at 4% or $175,772 at 6%; with 100% employer match about $197,743 at 4% or $131,829 at 6%.
Akt Retirement Plan-272$44,494,769$3,798,494$13,965iApproximate average salary by contribution assumption: employee only about $349,126 at 4% or $232,751 at 6%; with 50% employer match about $232,751 at 4% or $155,167 at 6%; with 100% employer match about $174,563 at 4% or $116,375 at 6%.
Akt Cash Balance Plan-260$5,100,135$504,400$1,940iApproximate average salary by contribution assumption: employee only about $48,500 at 4% or $32,333 at 6%; with 50% employer match about $32,333 at 4% or $21,556 at 6%; with 100% employer match about $24,250 at 4% or $16,167 at 6%.
Aldrich Welfare Benefit Plan-254---
20143255$47,292,738$4,700,288$18,433iApproximate average salary by contribution assumption: employee only about $460,813 at 4% or $307,208 at 6%; with 50% employer match about $307,208 at 4% or $204,806 at 6%; with 100% employer match about $230,406 at 4% or $153,604 at 6%.
Akt Retirement Plan-255$42,608,273$4,225,288$16,570iApproximate average salary by contribution assumption: employee only about $414,244 at 4% or $276,163 at 6%; with 50% employer match about $276,163 at 4% or $184,108 at 6%; with 100% employer match about $207,122 at 4% or $138,081 at 6%.
Akt Cash Balance Plan-214$4,684,465$475,000$2,220iApproximate average salary by contribution assumption: employee only about $55,491 at 4% or $36,994 at 6%; with 50% employer match about $36,994 at 4% or $24,663 at 6%; with 100% employer match about $27,745 at 4% or $18,497 at 6%.
Aldrich Welfare Benefit Plan-234---
20133217$42,388,521$3,848,135$17,733iApproximate average salary by contribution assumption: employee only about $443,334 at 4% or $295,556 at 6%; with 50% employer match about $295,556 at 4% or $197,037 at 6%; with 100% employer match about $221,667 at 4% or $147,778 at 6%.
Akt Retirement Plan-217$38,129,633$3,404,135$15,687iApproximate average salary by contribution assumption: employee only about $392,181 at 4% or $261,454 at 6%; with 50% employer match about $261,454 at 4% or $174,303 at 6%; with 100% employer match about $196,091 at 4% or $130,727 at 6%.
Akt Cash Balance Plan-213$4,258,888$444,000$2,085iApproximate average salary by contribution assumption: employee only about $52,113 at 4% or $34,742 at 6%; with 50% employer match about $34,742 at 4% or $23,161 at 6%; with 100% employer match about $26,056 at 4% or $17,371 at 6%.
Aldrich Welfare Benefit Plan-216---
20123195$34,534,088$4,152,133$21,293iApproximate average salary by contribution assumption: employee only about $532,325 at 4% or $354,883 at 6%; with 50% employer match about $354,883 at 4% or $236,589 at 6%; with 100% employer match about $266,162 at 4% or $177,442 at 6%.
Akt Retirement Plan-195$30,878,200$3,723,933$19,097iApproximate average salary by contribution assumption: employee only about $477,427 at 4% or $318,285 at 6%; with 50% employer match about $318,285 at 4% or $212,190 at 6%; with 100% employer match about $238,714 at 4% or $159,142 at 6%.
Akt Cash Balance Plan-173$3,655,888$428,200$2,475iApproximate average salary by contribution assumption: employee only about $61,879 at 4% or $41,252 at 6%; with 50% employer match about $41,252 at 4% or $27,502 at 6%; with 100% employer match about $30,939 at 4% or $20,626 at 6%.
Aldrich Welfare Benefit Plan-191---
20113193$30,253,003$3,082,808$15,973iApproximate average salary by contribution assumption: employee only about $399,327 at 4% or $266,218 at 6%; with 50% employer match about $266,218 at 4% or $177,479 at 6%; with 100% employer match about $199,664 at 4% or $133,109 at 6%.
AKT RETIREMENT PLAN-190$27,297,520$2,686,374$14,139iApproximate average salary by contribution assumption: employee only about $353,470 at 4% or $235,647 at 6%; with 50% employer match about $235,647 at 4% or $157,098 at 6%; with 100% employer match about $176,735 at 4% or $117,823 at 6%.
Akt Cash Balance Plan-171$2,955,483$396,434$2,318iApproximate average salary by contribution assumption: employee only about $57,958 at 4% or $38,639 at 6%; with 50% employer match about $38,639 at 4% or $25,759 at 6%; with 100% employer match about $28,979 at 4% or $19,319 at 6%.
Aldrich Welfare Benefit Plan-193---
20103224$29,302,039$3,086,200$13,778iApproximate average salary by contribution assumption: employee only about $344,442 at 4% or $229,628 at 6%; with 50% employer match about $229,628 at 4% or $153,085 at 6%; with 100% employer match about $172,221 at 4% or $114,814 at 6%.
Akt Retirement Plan-224$26,735,700$2,760,092$12,322iApproximate average salary by contribution assumption: employee only about $308,046 at 4% or $205,364 at 6%; with 50% employer match about $205,364 at 4% or $136,909 at 6%; with 100% employer match about $154,023 at 4% or $102,682 at 6%.
Akt Cash Balance Plan-215$2,566,339$326,108$1,517iApproximate average salary by contribution assumption: employee only about $37,920 at 4% or $25,280 at 6%; with 50% employer match about $25,280 at 4% or $16,853 at 6%; with 100% employer match about $18,960 at 4% or $12,640 at 6%.
Aldrich Welfare Benefit Plan-173---
20091170$2,097,710$362,638$2,133iApproximate average salary by contribution assumption: employee only about $53,329 at 4% or $35,553 at 6%; with 50% employer match about $35,553 at 4% or $23,702 at 6%; with 100% employer match about $26,665 at 4% or $17,776 at 6%.
Akt Cash Balance Plan-170$2,097,710$362,638$2,133iApproximate average salary by contribution assumption: employee only about $53,329 at 4% or $35,553 at 6%; with 50% employer match about $35,553 at 4% or $23,702 at 6%; with 100% employer match about $26,665 at 4% or $17,776 at 6%.
20081186$1,442,865$606,827$3,263iApproximate average salary by contribution assumption: employee only about $81,563 at 4% or $54,375 at 6%; with 50% employer match about $54,375 at 4% or $36,250 at 6%; with 100% employer match about $40,781 at 4% or $27,188 at 6%.
Akt Cash Balance Plan-186$1,442,865$606,827$3,263iApproximate average salary by contribution assumption: employee only about $81,563 at 4% or $54,375 at 6%; with 50% employer match about $54,375 at 4% or $36,250 at 6%; with 100% employer match about $40,781 at 4% or $27,188 at 6%.
20072214$0$0-
Akt Cash Balance Plan-119---
Aldrich Welfare Benefit Plan-214---
2006190$474,543$474,543$5,273iApproximate average salary by contribution assumption: employee only about $131,818 at 4% or $87,878 at 6%; with 50% employer match about $87,878 at 4% or $58,586 at 6%; with 100% employer match about $65,909 at 4% or $43,939 at 6%.
Akt Cash Balance Plan-90$474,543$474,543$5,273iApproximate average salary by contribution assumption: employee only about $131,818 at 4% or $87,878 at 6%; with 50% employer match about $87,878 at 4% or $58,586 at 6%; with 100% employer match about $65,909 at 4% or $43,939 at 6%.