Plan Ledger DOL Form 5500 · updated monthly

Dks Associates401(k)

DKS ASSOCIATES 401(K) PROFIT SHARING PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Dks Associates reported $56,134 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $786 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 0.20% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 262nd-largest of 1,021 plans among Oregon employers on file, and the 3,936th of 11,654 in professional & technical services. In 2024, employees put in $11.75 for every $1.00 the employer contributed; active participation has grown from 139 to 181 since 2022.

Plan summary
Net assets, end of year$32,243,836
Participants with balances231
Active participants181
Employer contributions$142,254
Employee contributions$1,670,994
Employer contribution per active participant$786
Average account balance$139,584
Benefits paid to participants$2,239,860
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.2M · 231 accts · $142K emplr
2023$28.0M · 200 accts · $183K emplr
2022$23.4M · 206 accts · $55K emplr
Administrative expenses, itemized · 2024
Investment management$58,180
Total administrative$56,134
The Dks Associates 401(k) match · 2024
Employer contribution per active participant$786
Median for plans this size$2,416
2024$786 per active participant
2023$1,261 per active participant
2022$395 per active participant

Dks Associates's 2024 employer contribution ran below the $2,416 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
AMERIPRISE FINANCIAL SERVICES INC · Investment advisory (plan)$58,180
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$56,134 · 0.19%
2023$45,437 · 0.18%
2022$52,930 · 0.20%
All plans at this employer2
DKS ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN & TRUSTESOP
DKS ASSOCIATES 401(K) PROFIT SHARING PLAN401(k)
Same employer
Similar plansProfessional & Technical Services · Oregon
Oregon Research Institute OR$42.3M · 0.20%
Delap LLP OR$36.7M · 0.22%
Opus Solutions, LLC OR$36.1M · 0.32%
Galois, Inc. OR$30.9M · 0.49%
Kbf Cpas LLP OR$30.7M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942583153 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.