Plan Ledger DOL Form 5500 · updated monthly

Coulson Aviation (USA), Inc.401(k)

COULSON AVIATION (USA), INC. 401(K) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Coulson Aviation (USA), Inc. reported $30,146 in plan administrative expenses for 2024: 0.35% of average plan assets, below the peer median. Employer contributions averaged $4,291 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 0.53% to 0.35%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Oregon (557th of 1,021), and the 1,152nd of 2,677 in transportation & warehousing. In 2024, employees put in $1.87 for every $1.00 the employer contributed; active participation has grown from 81 to 171 since 2022.

Plan summary
Net assets, end of year$10,100,875
Participants with balances163
Active participants171
Employer contributions$733,810
Employee contributions$1,373,686
Employer contribution per active participant$4,291
Average account balance$61,969
Benefits paid to participants$517,336
Plan auditUnmodified (clean) audit opinion
AuditorAUDIT AND TAX SOLUTIONS CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 163 accts · $734K emplr
2023$7.0M · 125 accts · $540K emplr
2022$4.8M · 106 accts · $482K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,146
Total administrative$30,146
The Coulson Aviation (USA), Inc. 401(k) match · 2024
Employer contribution per active participant$4,291
Median for plans this size$1,313
2024$4,291 per active participant
2023$4,825 per active participant
2022$5,949 per active participant

Coulson Aviation (USA), Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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 · 20245
TRINITY PENSION GROUP · Contract administrator$30,476
IRON-CO-FID--COMPREHENSIVE · Trustee (directed) · Investment advisory (participants)$22,848
NATIONWIDE$6,352
WELLS FARGO CLEARING SERVICES, LLC · Trustee (directed) · Investment advisory (participants)$900
NATIONWIDE LIFE INSURANCE COMPANY$132

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

Administrative cost history3
2024$30,146 · 0.35%
2023$22,896 · 0.39%
2022$25,515 · 0.53%
Same employer
Similar plansTransportation & Warehousing · Oregon
Aero Air, LLC OR$14.2M · 0.71%
Walsh Trucking Company LTD OR$13.7M · 0.34%
Jubitz Corporation OR$10.2M · 0.22%
Tire Factory, Inc. OR$8.1M · 0.33%
A & M Transport, LLC OR$6.2M · 0.77%
Sutton Trucking LLC OR$6.0M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931039466 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.