Alta Planning + Design, Inc.401(k)
ALTA PLANNING + DESIGN, INC. 401(K) PROFIT SHARING PLAN · PORTLAND, OR · plan year 2023
Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works
Alta Planning + Design, Inc. reported $72,974 in plan administrative expenses for 2023: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,641 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 1 year on file its reported administrative ratio fell from 0.50% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 385th-largest of 1,021 plans among Oregon employers on file, and the 820th of 2,677 in transportation & warehousing. In 2023, employees put in $2.10 for every $1.00 the employer contributed; active participation has grown from 161 to 183 since 2022.
Alta Planning + Design, Inc.'s 2023 employer contribution ran above the $2,440 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.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 680465555 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.