Plan Ledger DOL Form 5500 · updated monthly

D.R. Johnson Lumber Company401(k)

D.R. JOHNSON LUMBER COMPANY 401(K) PLAN · RIDDLE, OR · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

D.R. Johnson Lumber Company reported $37,578 in plan administrative expenses for 2024: 0.70% of average plan assets, above the peer median. Employer contributions averaged $456 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 0.62% to 0.70%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Oregon (734th of 1,021), and 10,960th of 13,661 in manufacturing. In 2024, employees put in $5.60 for every $1.00 the employer contributed; active participation has shrunk from 120 to 98 since 2022.

Plan summary
Net assets, end of year$5,463,529
Participants with balances176
Active participants98
Employer contributions$44,641
Employee contributions$249,905
Employer contribution per active participant$456
Average account balance$31,043
Benefits paid to participants$670,129
Plan auditUnmodified (clean) audit opinion
AuditorWICKS EMMETT LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.5M · 176 accts · $45K emplr
2023$5.3M · 174 accts · $64K emplr
2022$5.4M · 159 accts · $54K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,462
Investment management$16,116
Total administrative$37,578
The D.R. Johnson Lumber Company 401(k) match · 2024
Employer contribution per active participant$456
Median for plans this size$1,313
2024$456 per active participant
2023$430 per active participant
2022$447 per active participant

D.R. Johnson Lumber Company's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20242
ASCENSUS LLC · Recordkeeping$21,463
MORGAN STANLEY GLOBAL · Investment advisory (plan)$16,116

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$37,578 · 0.70%
2023$37,718 · 0.71%
2022$36,833 · 0.62%
Same employer
Similar plansManufacturing · Oregon
Bowtech, LLC OR$5.7M · 0.46%
Full Sail Brewing Company OR$5.7M · 0.40%
Tz Medical Inc OR$5.4M · 0.76%
Northwest Uld, Inc. OR$4.9M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930475252 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.