Plan Ledger DOL Form 5500 · updated monthly

Bamboo Technologies, Inc.401(k)

BAMBOO TECHNOLOGIES, INC. RETIREMENT TRUST · BEAVERTON, OR · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Bamboo Technologies, Inc. reported $13,639 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. Employer contributions averaged $4,042 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 rose from 0.43% to 0.48%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Oregon (850th of 1,021), and 10,511th of 11,654 in professional & technical services. In 2024, employees put in $2.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,074,099
Participants with balances80
Active participants26
Employer contributions$105,085
Employee contributions$256,776
Employer contribution per active participant$4,042
Average account balance$38,426
Benefits paid to participants$332,628
Plan auditUnmodified (clean) audit opinion
AuditorBRIDGE CPA PLLC
Plan history2
Yearassets · accounts · employer contribution
2024$3.1M · 80 accts · $105K emplr
2023$2.7M · 113 accts · $184K emplr
Administrative expenses, itemized · 2024
Investment management$13,639
Total administrative$13,639
The Bamboo Technologies, Inc. 401(k) match · 2024
Employer contribution per active participant$4,042
Median for plans this size$1,313
2024$4,042 per active participant
2023$7,990 per active participant

Bamboo Technologies, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
HUMAN INTEREST ADVISORS · Contract administrator · Investment advisory (plan)$13,639

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

Recordkeeper by year2
2024Human Interest
2023Human Interest

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Administrative cost history2
2024$13,639 · 0.48%
2023$10,847 · 0.43%
Similar plansProfessional & Technical Services · Oregon
Oregon Tilth, Inc. OR$4.1M · 0.06%
Brandlive, Inc. OR$4.1M · 0.50%
Straub Collaborative Inc. OR$3.5M · 0.49%
Set Management, LLC OR$2.3M · 0.05%
Mathys-Potestio, LLC OR$2.2M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320434263 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.