Plan Ledger DOL Form 5500 · updated monthly

Akt Services, LLP401(k)

ALDRICH RETIREMENT PLAN · SALEM, OR · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Akt Services, LLP reported $4,250 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,526 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 2 years on file its reported administrative ratio rose from 0.002% to 0.004%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 98th-largest of 1,021 plans among Oregon employers on file, and the 1,418th of 11,654 in professional & technical services. In 2024, employees put in $1.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$106,713,863
Participants with balances529
Active participants376
Employer contributions$3,581,888
Employee contributions$4,001,985
Employer contribution per active participant$9,526
Average account balance$201,728
Benefits paid to participants$12,093,574
Plan auditUnmodified (clean) audit opinion
AuditorKUENZI & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$106.7M · 529 accts · $3.6M emplr
2023$98.3M · 526 accts · $3.6M emplr
2022$90.3M · 540 accts · $3.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,250
Total administrative$4,250
The Akt Services, LLP 401(k) match · 2024
Employer contribution per active participant$9,526
Median for plans this size$3,635
2024$9,526 per active participant
2023$9,905 per active participant
2022$8,979 per active participant

Akt Services, LLP's 2024 employer contribution ran above the $3,635 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

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$4,250 · 0.00%
2023$3,324 · 0.00%
2022$1,655 · 0.00%
Similar plansProfessional & Technical Services · Oregon
Schrodinger, Inc. OR$134.5M · 0.02%
Aldrich Services, LLP OR$98.3M · 0.00%
Smarsh, Inc. OR$90.1M · 0.06%
Klarquist Sparkman, LLP OR$86.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931316075 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.