Plan Ledger DOL Form 5500 · updated monthly

Aks Engineering & Forestry, LLC401(k)

AKS ENGINEERING AND FORESTRY RETIREMENT AND SAVINGS PLAN · TUALATIN, OR · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Aks Engineering & Forestry, LLC reported $52,294 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $3,092 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 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 275th-largest of 1,021 plans among Oregon employers on file, and the 4,140th of 11,654 in professional & technical services. In 2024, employees put in $2.46 for every $1.00 the employer contributed; active participation has grown from 292 to 336 since 2022.

Plan summary
Net assets, end of year$30,349,217
Participants with balances377
Active participants336
Employer contributions$1,038,823
Employee contributions$2,550,819
Employer contribution per active participant$3,092
Average account balance$80,502
Benefits paid to participants$1,198,400
Plan auditUnmodified (clean) audit opinion
AuditorDELAP LLP
Plan history3
Yearassets · accounts · employer contribution
2024$30.3M · 377 accts · $1.0M emplr
2023$24.0M · 346 accts · $972K emplr
2022$17.3M · 322 accts · $906K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,865
Investment management$47,429
Total administrative$52,294
The Aks Engineering & Forestry, LLC 401(k) match · 2024
Employer contribution per active participant$3,092
Median for plans this size$2,416
2024$3,092 per active participant
2023$3,037 per active participant
2022$3,102 per active participant

Aks Engineering & Forestry, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20243
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$47,429
ADP, INC. · Loan processing · Recordkeeping$4,865
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, Bank of America / Merrill
2023ADP, Bank of America / Merrill

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Administrative cost history3
2024$52,294 · 0.19%
2023$40,183 · 0.19%
2022$35,267 · 0.20%
Same employer
Similar plansProfessional & Technical Services · Oregon
Galois, Inc. OR$30.9M · 0.49%
Kbf Cpas LLP OR$30.7M · 0.17%
Airship Group Inc. OR$28.4M · 0.08%
Exterro, Inc. OR$26.1M · 0.37%
Logical Position LLC OR$24.2M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931222759 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.