Plan Ledger DOL Form 5500 · updated monthly

Consolidated Supply Co.401(k)

PROFIT SHARING AND SALARY DEFERRAL PLAN OF CONSOLIDATED SUPPLY CO. · TIGARD, OR · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Consolidated Supply Co. reported $198,112 in plan administrative expenses for 2024: 0.33% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,662 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 rose from 0.26% to 0.33%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 154th-largest of 1,021 plans among Oregon employers on file, and the 669th of 4,246 in wholesale trade. In 2024, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$61,766,576
Participants with balances739
Active participants535
Employer contributions$1,959,284
Employee contributions$3,714,371
Employer contribution per active participant$3,662
Average account balance$83,581
Benefits paid to participants$9,450,667
Plan auditUnmodified (clean) audit opinion
AuditorDELAP
Plan history3
Yearassets · accounts · employer contribution
2024$61.8M · 739 accts · $2.0M emplr
2023$58.5M · 746 accts · $2.6M emplr
2022$47.8M · 714 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$81,339
Investment management$49,161
Trustee / custodial$118
Total administrative$198,112
The Consolidated Supply Co. 401(k) match · 2024
Employer contribution per active participant$3,662
Median for plans this size$3,635
2024$3,662 per active participant
2023$4,844 per active participant
2022$4,672 per active participant

Consolidated Supply Co.'s 2024 employer contribution ran above the $3,635 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
EMPOWER ANNUITY INSURANCE COMPANY · Contract administrator · Loan processing$81,457
CBIZ INVESTMENT ADVISORY SERVICES · Investment advisory (plan)$49,161
DELAP LLP · Legal$16,353
OGLETREE, DEAKINS, NASH, SMOAK & ST · Legal$1,247

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

Recordkeeper by year2
2024Empower
2023Prudential

This plan has changed recordkeepers within these filings. If you left Consolidated Supply Co. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$198,112 · 0.33%
2023$139,023 · 0.26%
2022$132,565 · 0.26%
Same employer
Similar plansWholesale Trade · Oregon
Johnstone Supply, LLC. OR$83.4M · 0.18%
Vtech USA Holdings, LLC OR$70.7M · 0.09%
Orepac Holding Company OR$66.9M · 0.25%
Columbia Grain OR$54.1M · 0.11%
McGuire Bearing Company OR$53.6M · 0.04%
Shelter Products, Inc. OR$51.4M · 0.32%
Wacom Technology Corp. OR$48.1M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930145980 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.