College Dreams Inc401(k)
COLLEGE DREAMS INC H401(K) PROFIT SHARING PLAN & TRUST · GRANTS PASS, OR · plan year 2022
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
College Dreams Inc reported $2,074 in plan administrative expenses for 2022: 0.82% of average plan assets, below the peer median. Employer contributions averaged $169 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 professional & technical services employers. By assets it is among the smaller plans on file in Oregon (999th of 1,021), and 11,514th of 11,654 in professional & technical services. In 2022, employees put in $1.42 for every $1.00 the employer contributed.
College Dreams Inc'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.
Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 263161884 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.