Plan Ledger DOL Form 5500 · updated monthly

Asante403(b)

ASANTE 403B PLAN · MEDFORD, OR · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Asante reported $867,499 in plan administrative expenses for 2024: 0.12% of average plan assets, above the peer median. Employer contributions averaged $4,549 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 3 years on file its reported administrative ratio has held roughly steady near 0.120%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 17th-largest of 1,021 plans among Oregon employers on file, and the 240th of 11,911 in health care & social assistance. In 2024, employees put in $1.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$758,534,257
Participants with balances7,129
Active participants5,815
Employer contributions$26,454,227
Employee contributions$42,662,149
Employer contribution per active participant$4,549
Average account balance$106,401
Benefits paid to participants$88,118,441
Plan auditUnmodified (clean) audit opinion
AuditorALDRICH CPAS & ADVISORS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$758.5M · 7,129 accts · $26.5M emplr
2023$683.7M · 7,553 accts · $24.2M emplr
2022$562.8M · 6,787 accts · $22.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$605,948
Investment management$204,902
Total administrative$867,499
Employer contributions to the Asante plan · 2024
Employer contribution per active participant$4,549
Median for plans this size$4,294
2024$4,549 per active participant
2023$4,139 per active participant
2022$3,882 per active participant

Asante's 2024 employer contribution ran above the $4,294 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 · 20246
FID INV INST OPS CO · Recordkeeping · Loan processing$606,602
STRATEGIC ADVISORS · Investment advisory (plan)$204,902
ADVISORY SERVICES & INVESTMENTS · Accounting / audit$56,250
INVESCO ADVISERS, INC. · Contract administrator$270
VOYA RETIREMENT INS AND ANNUITY CO · Contract administrator$185
THE VARIABLE ANNUITY LIFE INS CO · Contract administrator$129

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

Recordkeeper by year2
2024Fidelity
2023Fidelity

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$867,499 · 0.12%
2023$774,016 · 0.12%
2022$762,840 · 0.12%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Legacy Health OR$2.0B · 0.02%
Samaritan Health Services OR$703.3M · 0.07%
The Oregon Clinic, P.C. OR$360.0M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930223960 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.