Plan Ledger DOL Form 5500 · updated monthly

Ankrom Moisan Architects, Inc.401(k)

ANKROM MOISAN ARCHITECTS 401(K) PLAN · PORTLAND, OR · plan year 2023

Reported admin expense ratio · 2023
0.11%

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

Ankrom Moisan Architects, Inc. reported $31,411 in plan administrative expenses for 2023: 0.11% of average plan assets, below the peer median. Employer contributions averaged $0 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 fell from 0.26% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 266th-largest of 1,021 plans among Oregon employers on file, and the 4,034th of 11,654 in professional & technical services. active participation has shrunk from 219 to 178 since 2022.

Plan summary
Net assets, end of year$31,276,615
Participants with balances330
Active participants178
Employer contributions$0
Employee contributions$1,997,529
Employer contribution per active participant$0
Average account balance$94,778
Benefits paid to participants$1,799,124
Plan auditUnmodified (clean) audit opinion
AuditorGEFFEN MESHER & CO., PC
Plan history3
Yearassets · accounts · employer contribution
2024$28.2M · 274 accts · $222K emplr
2023$31.3M · 330 accts
2022$24.7M · 338 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,799
Investment management$28,612
Total administrative$31,411
The Ankrom Moisan Architects, Inc. 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$2,440

Ankrom Moisan Architects, Inc.'s 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
NATIONWIDE TRUST COMPANY · Recordkeeping · Custodial$32,751
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (participants) · Investment advisory (plan)$28,612

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

Recordkeeper by year2
2024Charles Schwab
2023Nationwide

This plan has changed recordkeepers within these filings. If you left Ankrom Moisan Architects, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$38,980 · 0.13%
2023$31,411 · 0.11%
2022$73,163 · 0.26%
All plans at this employer2
ANKROM MOISAN ARCHITECTS 401(K) PLAN401(k)
ANKROM MOISAN ASSOCIATED ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansProfessional & Technical Services · Oregon
Delap LLP OR$36.7M · 0.22%
Opus Solutions, LLC OR$36.1M · 0.32%
Dks Associates OR$32.2M · 0.19%
Galois, Inc. OR$30.9M · 0.49%
Kbf Cpas LLP OR$30.7M · 0.17%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 931014387 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.