Plan Ledger DOL Form 5500 · updated monthly

Calbag Metals Company401(k)

CALBAG METALS COMPANY PROFIT SHARING PLAN · PORTLAND, OR · plan year 2025

Reported admin expense ratio · 2025
0.13%

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

Calbag Metals Company reported $26,886 in plan administrative expenses for 2025: 0.13% of average plan assets, below the peer median. Employer contributions averaged $1,920 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 fell from 0.16% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 335th-largest of 1,021 plans among Oregon employers on file, and the 5,361st of 13,661 in manufacturing. In 2025, employees put in $2.26 for every $1.00 the employer contributed; active participation has grown from 268 to 307 since 2022.

Plan summary
Net assets, end of year$23,413,663
Participants with balances281
Active participants307
Employer contributions$589,350
Employee contributions$1,334,810
Employer contribution per active participant$1,920
Average account balance$83,323
Benefits paid to participants$922,067
Plan auditUnmodified (clean) audit opinion
AuditorALDRICH BPAS + ADVISORS LLP
Plan history4
Yearassets · accounts · employer contribution
2025$23.4M · 281 accts · $589K emplr
2024$19.5M · 276 accts · $534K emplr
2023$16.8M · 257 accts · $453K emplr
2022$15.9M · 259 accts · $474K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$26,886
Total administrative$26,886
The Calbag Metals Company 401(k) match · 2025
Employer contribution per active participant$1,920
Median for plans this size$2,666
2025$1,920 per active participant
2024$1,793 per active participant
2023$1,579 per active participant
2022$1,767 per active participant

Calbag Metals Company's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$26,886
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history4
2025$26,886 · 0.13%
2024$28,600 · 0.16%
2023$18,753 · 0.11%
2022$26,037 · 0.16%
Similar plansManufacturing · Oregon
Kai USA LTD OR$24.0M · 0.06%
Nexgen Team, LLC OR$23.8M · 0.31%
Powin Energy Operating LLC OR$23.1M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930466199 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.