Plan Ledger DOL Form 5500 · updated monthly

Curtis Trailers, Inc401(k)

CURTIS TRAILERS, INC 401(K) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Curtis Trailers, Inc reported $46,259 in plan administrative expenses for 2024: 0.52% of average plan assets, below the peer median. Employer contributions averaged $2,145 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 0.64% to 0.52%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Oregon (571st of 1,021), and 2,717th of 5,215 in retail trade. In 2024, employees put in $3.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,552,312
Participants with balances138
Active participants97
Employer contributions$208,068
Employee contributions$752,228
Employer contribution per active participant$2,145
Average account balance$69,220
Benefits paid to participants$567,653
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.6M · 138 accts · $208K emplr
2023$8.3M · 142 accts · $233K emplr
2022$6.6M · 145 accts · $306K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,361
Investment management$41,898
Total administrative$46,259
The Curtis Trailers, Inc 401(k) match · 2024
Employer contribution per active participant$2,145
Median for plans this size$1,313
2024$2,145 per active participant
2023$2,474 per active participant
2022$2,861 per active participant

Curtis Trailers, 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$31,260
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$14,998
ADP BROKER-DEALER · 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
2024ADP, Bank of America / Merrill
2023ADP, Bank of America / Merrill

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

Administrative cost history3
2024$46,259 · 0.52%
2023$48,076 · 0.65%
2022$45,481 · 0.64%
Same employer
Similar plansRetail Trade · Oregon
Custom Decorators, Inc. OR$11.0M · 0.08%
Dari-Mart Stores, Inc. OR$8.9M · 0.83%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 930522144 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.