Plan Ledger DOL Form 5500 · updated monthly

Dwfritz Automation LLC401(k)

DWFRITZ AUTOMATION LLC 401(K) PLAN · WILSONVILLE, OR · plan year 2023

Reported admin expense ratio · 2023
0.17%

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

Dwfritz Automation LLC reported $54,971 in plan administrative expenses for 2023: 0.17% of average plan assets, below the peer median. Employer contributions averaged $6,613 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 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 251st-largest of 1,021 plans among Oregon employers on file, and the 4,046th of 13,661 in manufacturing. In 2023, employees put in $1.59 for every $1.00 the employer contributed; active participation has shrunk from 267 to 232 since 2022.

Plan summary
Net assets, end of year$34,755,538
Participants with balances363
Active participants232
Employer contributions$1,534,199
Employee contributions$2,436,842
Employer contribution per active participant$6,613
Average account balance$95,745
Benefits paid to participants$5,069,760
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.1M · 294 accts · $1.1M emplr
2023$34.8M · 363 accts · $1.5M emplr
2022$30.0M · 394 accts · $1.9M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,925
Investment management$51,046
Total administrative$54,971
The Dwfritz Automation LLC 401(k) match · 2023
Employer contribution per active participant$6,613
Median for plans this size$2,440
2024$8,294 per active participant
2023$6,613 per active participant
2022$7,261 per active participant

Dwfritz Automation LLC's 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ROBERT W BAIRD & CO · Investment advisory (plan)$46,954
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,925

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$60,394 · 0.18%
2023$54,971 · 0.17%
2022$65,993 · 0.20%
Same employer
Similar plansManufacturing · Oregon
Orenco Systems, Inc. OR$39.3M · 0.31%
Gunderson Marine, LLC OR$35.7M · 0.14%
Rodda Paint Co. OR$35.2M · 0.09%
Murphy Company OR$34.7M · 1.10%
Deschutes Brewery, Inc. OR$31.5M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930773498 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.