Plan Ledger DOL Form 5500 · updated monthly

Dolan Northwest, LLC401(k)

DOLAN ENTERPRISES 401(K) PROFIT SHARING PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.22%

Dolan Northwest, LLC reported $47,511 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. 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 0.28% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 340th-largest of 1,021 plans among Oregon employers on file, and the 1,333rd of 5,215 in retail trade. active participation has shrunk from 246 to 199 since 2022.

Plan summary
Net assets, end of year$22,483,653
Participants with balances233
Active participants199
Employer contributions—
Employee contributions$820,813
Employer contribution per active participant—
Average account balance$96,496
Benefits paid to participants$1,162,796
Plan auditUnmodified (clean) audit opinion
AuditorDELAP LLP
Plan history3
Yearassets · accounts · employer contribution
2024$22.5M · 233 accts
2023$20.4M · 240 accts
2022$17.9M · 274 accts · $79K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,421
Investment management$38,090
Total administrative$47,511
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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$33,381
PREISZ FINANCIAL · Investment advisory (plan)$38,090

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$47,511 · 0.22%
2023$50,041 · 0.26%
2022$53,929 · 0.28%
Similar plansRetail Trade · Oregon
Miller Paint Co. OR$27.8M · 0.03%
Lanphere Enterprises, Inc. OR$27.5M · 0.38%
Hanna Andersson, LLC OR$23.9M · 0.38%
Carr Auto Group, Inc. OR$22.7M · 0.59%
Jkc Automotive, Inc. OR$15.9M · 0.94%
Beaverton Toyota, Inc. OR$15.5M · 0.32%
Tc Chevrolet, Inc. OR$14.7M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931210304 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.