Plan Ledger DOL Form 5500 · updated monthly

All Good Northwest401(k)

ALL GOOD NORTHWEST 401(K) PROFIT SHARING PLAN & TRUST · PORTLAND, OR · plan year 2023

Reported admin expense ratio · 2023
1.77%

All Good Northwest reported $3,589 in plan administrative expenses for 2023: 1.77% of average plan assets, above the peer median. 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 under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Oregon (998th of 1,021), and 11,509th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$273,587
Participants with balances176
Active participants130
Employer contributions—
Employee contributions$171,640
Employer contribution per active participant—
Average account balance$1,554
Benefits paid to participants$54,526
Plan auditUnmodified (clean) audit opinion
AuditorDOUGALL CONRADIE
Plan history2
Yearassets · accounts · employer contribution
2024$0
2023$274K · 176 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,417
Investment management$1,172
Total administrative$3,589
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ADP, INC. · Recordkeeping$2,971

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

Administrative cost history2
2024Not separately reported
2023$3,589 · 1.77%
Similar plansProfessional & Technical Services · Oregon
Urban League of Portland OR$1.3M · 1.44%
211INFO OR$1.0M · 0.20%
Seasons Management LLC OR$685K · 2.70%
White Bird Clinic OR$357K · 1.11%
College Dreams Inc OR$268K · 0.82%
Cambia Capital LLC OR$85K · 0.66%
Tripwire, Inc. OR$11K · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 862296287 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.