Plan Ledger DOL Form 5500 · updated monthly

Community Action Team, Inc.401(k)

C.A.T. RETIREMENT AND SAVINGS PLAN · ST. HELENS, OR · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Community Action Team, Inc. reported $32,806 in plan administrative expenses for 2024: 0.67% of average plan assets, above the peer median. Employer contributions averaged $2,146 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 0.88% to 0.67%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (747th of 1,021), and 7,794th of 11,911 in health care & social assistance. In 2024, the employer put in $1.03 for every $1.00 employees contributed themselves; active participation has grown from 124 to 140 since 2022.

Plan summary
Net assets, end of year$5,200,132
Participants with balances163
Active participants140
Employer contributions$300,439
Employee contributions$291,726
Employer contribution per active participant$2,146
Average account balance$31,903
Benefits paid to participants$356,369
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 163 accts · $300K emplr
2023$4.5M · 147 accts · $254K emplr
2022$3.7M · 133 accts · $214K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,760
Investment management$31,046
Total administrative$32,806
The Community Action Team, Inc. 401(k) match · 2024
Employer contribution per active participant$2,146
Median for plans this size$1,313
2024$2,146 per active participant
2023$1,801 per active participant
2022$1,725 per active participant

Community Action Team, 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 · 20242
STANCORP FINANCIAL · Claims processing · Recordkeeping$32,806
PRIME RETIREMENT SOLUTIONS LLC · Other servicesindirect comp

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$32,806 · 0.67%
2023$27,996 · 0.68%
2022$34,578 · 0.88%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Caring Places Management OR$5.5M · 2.42%
St. Mary's Home OR$5.0M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930554156 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.