Plan Ledger DOL Form 5500 · updated monthly

Adroit Construction Co. Inc401(k)

ADROIT CONSTRUCTION CO., INC. PROFIT SHARING AND SAVINGS PLAN · ASHLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.44%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Adroit Construction Co. Inc reported $58,225 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $4,543 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 447th-largest of 1,021 plans among Oregon employers on file, and the 2,543rd of 5,337 in construction. In 2024, employees put in $1.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,307,439
Participants with balances128
Active participants113
Employer contributions$513,377
Employee contributions$625,780
Employer contribution per active participant$4,543
Average account balance$111,777
Benefits paid to participants$866,865
Plan auditUnmodified (clean) audit opinion
AuditorALDRICH CPAS + ADVISORS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$14.3M · 128 accts · $513K emplr
2023$12.4M · 128 accts · $754K emplr
2022$10.0M · 135 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,225
Total administrative$58,225
The Adroit Construction Co. Inc 401(k) match · 2024
Employer contribution per active participant$4,543
Median for plans this size$2,416
2024$4,543 per active participant
2023$6,854 per active participant
2022$9,604 per active participant

Adroit Construction Co. Inc's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
HARFST AND ASSOCIATES · Investment advisory (participants)$28,420

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$58,225 · 0.44%
2023$51,203 · 0.46%
2022$48,656 · 0.42%
Similar plansConstruction · Oregon
Hoffman Corporation OR$19.0M · 0.26%
James W. Fowler Co. OR$17.5M · 0.70%
Pahlisch Home, Inc. OR$16.9M · 0.08%
Stoner Electric, LLC OR$14.2M · 0.95%
Moore Excavation, Inc. OR$12.8M · 0.75%
Comfort Flow Heating, Co. OR$12.0M · 1.02%
Point Monitor Corporation OR$11.7M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930850549 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.