Plan Ledger DOL Form 5500 · updated monthly

Cogdall Construction Company Inc.401(k)

COGDALL CONSTRUCTION CO INC 401(K) PROFIT SHARING PLAN AND TRUST · TIGARD, OR · plan year 2024

Reported admin expense ratio · 2024
0.90%

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

Cogdall Construction Company Inc. reported $88,984 in plan administrative expenses for 2024: 0.90% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,008 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 has held roughly steady near 0.90%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Oregon (544th of 1,021), and the 2,547th of 5,215 in retail trade. In 2024, employees put in $1.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,447,692
Participants with balances237
Active participants212
Employer contributions$425,743
Employee contributions$702,701
Employer contribution per active participant$2,008
Average account balance$44,083
Benefits paid to participants$1,183,663
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.4M · 237 accts · $426K emplr
2023$9.3M · 284 accts · $410K emplr
2022$7.3M · 269 accts · $383K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,695
Investment management$30,577
Audit (IQPA)$20,213
Trustee / custodial$5,499
Total administrative$88,984
The Cogdall Construction Company Inc. 401(k) match · 2024
Employer contribution per active participant$2,008
Median for plans this size$1,313
2024$2,008 per active participant
2023$2,123 per active participant
2022$1,926 per active participant

Cogdall Construction Company Inc.'s 2024 employer contribution ran above 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 · 20244
THE RETIREMENT PLAN COMPANY · Contract administrator · Recordkeeping$32,696
MATISSE CAPITAL · Investment advisory (plan)$30,577
BAKER TILLY US, LLP · Accounting / audit$20,213
CHARLES SCHWAB BANK · Custodial (securities)$5,499

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 RETIREMENT PLAN COMPANY
2023THE RETIREMENT PLAN COMPANY

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

Administrative cost history3
2024$88,984 · 0.90%
2023$71,931 · 0.87%
2022$66,895 · 0.89%
Same employer
Similar plansRetail Trade · Oregon
Weston Buick Gmc, Inc. OR$12.6M · 0.41%
Custom Decorators, Inc. OR$11.0M · 0.08%
Curtis Trailers, Inc OR$9.6M · 0.52%
Dari-Mart Stores, Inc. OR$8.9M · 0.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930589156 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.