Plan Ledger DOL Form 5500 · updated monthly

Boys & Girls Clubs of South Puge401(k)

BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND 401(K) PLAN · TACOMA, WA · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Boys & Girls Clubs of South Puge reported $15,134 in plan administrative expenses for 2024: 0.51% of average plan assets, below the peer median. Employer contributions averaged $824 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 0.30% to 0.51%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Washington (1,484th of 1,714), and 2,623rd of 3,341 in other services. In 2024, employees put in $2.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,204,350
Participants with balances156
Active participants98
Employer contributions$80,725
Employee contributions$197,646
Employer contribution per active participant$824
Average account balance$20,541
Benefits paid to participants$140,310
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$3.2M · 156 accts · $81K emplr
2023$2.7M · 207 accts · $79K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,295
Investment management$8,839
Total administrative$15,134
The Boys & Girls Clubs of South Puge 401(k) match · 2024
Employer contribution per active participant$824
Median for plans this size$1,313
2024$824 per active participant
2023$800 per active participant

Boys & Girls Clubs of South Puge's 2024 employer contribution ran below the $1,313 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 · 20242
LPL FINANCIAL CORPORATION RPCP · Recordkeeping · Trustee$8,838
ADP, INC. · Recordkeeping$6,295

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

Recordkeeper by year2
2024ADP, LPL Financial
2023ADP, LPL Financial

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

Administrative cost history2
2024$15,134 · 0.51%
2023$7,750 · 0.30%
Similar plansOther Services · Washington
Tri-Cities Chaplaincy WA$4.2M · 1.08%
Wrench, Inc. WA$2.7M · 0.13%
Cowiche Growers, Inc. WA$2.7M · 0.95%
Rudys Reloaded, LLC WA$2.6M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910759832 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.