Plan Ledger DOL Form 5500 · updated monthly

Advantec Manufacturing USA, Inc.401(k)

ADVANTEC MANUFACTURING USA, INC. 401(K) PROFIT SHARING PLAN & TRUST · GOLD BEACH, OR · plan year 2022

Reported admin expense ratio · 2022
0.52%

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

Advantec Manufacturing USA, Inc. reported $21,778 in plan administrative expenses for 2022: 0.52% of average plan assets, above the peer median. Employer contributions averaged $2,334 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Oregon (810th of 1,021), and 11,756th of 13,661 in manufacturing. In 2022, employees put in $1.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,967,679
Participants with balances80
Active participants93
Employer contributions$217,053
Employee contributions$286,791
Employer contribution per active participant$2,334
Average account balance$49,596
Benefits paid to participants$147,920
Plan auditUnmodified (clean) audit opinion
AuditorDOUGALL CONRADIE LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$10,761
Investment management$11,017
Total administrative$21,778
The Advantec Manufacturing USA, Inc. 401(k) match · 2022
Employer contribution per active participant$2,334
Median for plans this size$1,114

Advantec Manufacturing USA, Inc.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$21,778 · 0.52%
Similar plansManufacturing · Oregon
Portland Bottling Company OR$4.7M · 0.66%
Ramsay Signs, Inc. OR$4.1M · 0.78%
Epsm LLC dba Qpd OR$3.9M · 0.68%
Trillium US, Inc. OR$3.6M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930697976 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.