Plan Ledger DOL Form 5500 · updated monthly

Caring for the Coast LLC401(k)

CARING FOR THE COAST LLC 401(K) PROFIT SHARING PLAN & TRUST · ASTORIA, OR · plan year 2022

Reported admin expense ratio · 2022
2.92%

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

Caring for the Coast LLC reported $6,519 in plan administrative expenses for 2022: 2.92% of average plan assets, higher than ~75% of peers. Employer contributions averaged $201 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Oregon (1,001st of 1,021), and 3,243rd of 3,341 in other services. In 2022, employees put in $2.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$232,866
Participants with balances19
Active participants107
Employer contributions$21,530
Employee contributions$46,149
Employer contribution per active participant$201
Average account balance$12,256
Benefits paid to participants$1,141
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$5,056
Investment management$1,463
Total administrative$6,519
The Caring for the Coast LLC 401(k) match · 2022
Employer contribution per active participant$201
Median for plans this size$331

Caring for the Coast LLC's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$6,519 · 2.92%
Similar plansOther Services · Oregon
Dabella Exteriors LLC OR$534K · 3.04%
Joieful Connections LLC OR$505K · 2.17%
Westside Drywall Inc OR$85K · 2.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260409591 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.