Plan Ledger DOL Form 5500 · updated monthly

Do Good Multnomah401(k)

DO GOOD MULTNOMAH 401(K) PROFIT SHARING PLAN & TRUST · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
1.64%

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

Do Good Multnomah reported $17,603 in plan administrative expenses for 2024: 1.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $0 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 4.66% to 1.64%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (938th of 1,021), and 10,589th of 11,911 in health care & social assistance. active participation has grown from 184 to 314 since 2022.

Plan summary
Net assets, end of year$1,348,037
Participants with balances500
Active participants314
Employer contributions$0
Employee contributions$530,123
Employer contribution per active participant$0
Average account balance$2,696
Benefits paid to participants$105,118
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.3M · 500 accts
2023$800K · 424 accts
2022$443K · 311 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,268
Investment management$8,475
Trustee / custodial$860
Total administrative$17,603
The Do Good Multnomah 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Do Good Multnomah'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 · 20241
PAYCHEX, INC. · Recordkeeping$11,510

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$17,603 · 1.64%
2023$11,167 · 1.80%
2022$16,008 · 4.66%
Similar plansHealth Care & Social Assistance · Oregon
Garten Services, Inc. OR$1.7M · 0.37%
Roseburg Therapy LLC OR$1.4M · 0.17%
Edwards Center, Inc. OR$1.2M · 0.20%
Cassiel Inc OR$1.1M · 1.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473934102 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.