Plan Ledger DOL Form 5500 · updated monthly

Apcon, Inc.Profit-sharing plan

APCON, INC.401(K) PLAN · WILSONVILLE, OR · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Apcon, Inc. reported $68,656 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $3,208 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 0.48% to 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 411th-largest of 1,021 plans among Oregon employers on file, and the 6,763rd of 13,661 in manufacturing. In 2024, employees put in $2.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,170,529
Participants with balances137
Active participants87
Employer contributions$279,061
Employee contributions$805,632
Employer contribution per active participant$3,208
Average account balance$118,033
Benefits paid to participants$2,290,425
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.2M · 137 accts · $279K emplr
2023$15.1M · 151 accts · $290K emplr
2022$12.2M · 142 accts · $251K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,807
Audit (IQPA)$14,849
Total administrative$68,656
Employer contributions to the Apcon, Inc. plan · 2024
Employer contribution per active participant$3,208
Median for plans this size$2,416
2024$3,208 per active participant
2023$3,183 per active participant
2022$2,671 per active participant

Apcon, Inc.'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 · 20244
LPL FINANCIAL LLC · Investment advisory (plan)$35,587
ALDRICH CPAS & ADVISORS LLP · Accounting / audit$15,488
MT. HOOD PENSION SERVICE, LLC · Contract administratorindirect comp

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$68,656 · 0.44%
2023$62,158 · 0.46%
2022$63,765 · 0.48%
Same employer
Similar plansManufacturing · Oregon
States Industries, LLC OR$17.0M · 0.36%
Nosler, Inc. OR$16.4M · 0.47%
Pep Printing, Inc. OR$16.2M · 0.52%
Ssi Shredding Systems, Inc. OR$15.6M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931166552 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.