Plan Ledger DOL Form 5500 · updated monthly

Community Integrated Work Program, Inc.401(k)

COMMUNITY INTEGRATED WORK PROGRAM, INC. 401(K) PLAN · BEND, OR · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Community Integrated Work Program, Inc. reported $10,035 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,464 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 0.16% to 0.12%. 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 (601st of 1,021), and 6,123rd of 11,911 in health care & social assistance. In 2024, employees put in $1.50 for every $1.00 the employer contributed; active participation has shrunk from 309 to 196 since 2022.

Plan summary
Net assets, end of year$8,810,508
Participants with balances224
Active participants196
Employer contributions$286,910
Employee contributions$429,871
Employer contribution per active participant$1,464
Average account balance$39,333
Benefits paid to participants$257,752
Plan auditUnmodified (clean) audit opinion
AuditorDRITSAS GROOM MCCORMICK LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 224 accts · $287K emplr
2023$7.4M · 200 accts · $213K emplr
2022$6.4M · 198 accts · $154K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,267
Total administrative$10,035
The Community Integrated Work Program, Inc. 401(k) match · 2024
Employer contribution per active participant$1,464
Median for plans this size$1,313
2024$1,464 per active participant
2023$664 per active participant
2022$500 per active participant

Community Integrated Work Program, 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 · 20241
JOHN HANCOCK LIFE INS. CO. · Recordkeeping · Investment management$2,042

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$10,035 · 0.12%
2023$12,216 · 0.18%
2022$11,231 · 0.16%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Generations LLC OR$9.2M · 0.59%
Seran Bioscience, LLC OR$9.0M · 1.10%
Lifeways Inc. OR$8.2M · 0.24%
Protocall Services, Inc. OR$8.0M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770150999 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.