Plan Ledger DOL Form 5500 · updated monthly

Children's Clinic, P.C., D/B/A the Childrens Clinic PC401(k)

CHILDREN'S CLINIC, P.C. 401(K) PROFIT SHARING PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Children's Clinic, P.C., D/B/A the Childrens Clinic PC reported $106,239 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $11,299 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 2 years on file its reported administrative ratio fell from 0.31% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 216th-largest of 1,021 plans among Oregon employers on file, and the 2,179th of 11,911 in health care & social assistance. In 2024, the employer put in $1.41 for every $1.00 employees contributed themselves; active participation has grown from 71 to 105 since 2022.

Plan summary
Net assets, end of year$41,584,483
Participants with balances159
Active participants105
Employer contributions$1,186,431
Employee contributions$839,502
Employer contribution per active participant$11,299
Average account balance$261,538
Benefits paid to participants$246,140
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$41.6M · 159 accts · $1.2M emplr
2023$34.9M · 130 accts · $610K emplr
2022$29.3M · 113 accts · $998K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,290
Investment management$42,949
Total administrative$106,239
The Children's Clinic, P.C., D/B/A the Childrens Clinic PC 401(k) match · 2024
Employer contribution per active participant$11,299
Median for plans this size$2,416
2024$11,299 per active participant
2023$6,782 per active participant
2022$14,050 per active participant

Children's Clinic, P.C., D/B/A the Childrens Clinic PC's 2024 employer contribution ran above the $2,416 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 · 20242
STANCORP FINANCIAL · Claims processing · Recordkeeping$63,290
DESCHUTES PORTFOLIO STRATEGY, LLC · Investment advisory (plan)$42,949

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$106,239 · 0.28%
2023$99,370 · 0.31%
2022$102,562 · 0.31%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Santiam Memorial Hospital OR$41.8M · 0.21%
Radiology Associates, P.C. OR$40.5M · 0.28%
Metro West Ambulance, Inc. OR$39.6M · 0.29%
Cascadia Health OR$38.9M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930682029 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.