Plan Ledger DOL Form 5500 · updated monthly

Dwr Security, LLC dba Pono Security401(k)

DWR SECURITY, LLC DBA PONO SECURITY 401(K) PLAN · ROSEBURG, OR · plan year 2023

Reported admin expense ratio · 2023
0.08%

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

Dwr Security, LLC dba Pono Security reported $67 in plan administrative expenses for 2023: 0.08% of average plan assets, lower than ~75% 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Oregon (1,014th of 1,021), and 2,483rd of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$80,090
Participants with balances347
Active participants296
Employer contributions$0
Employee contributions$74,942
Employer contribution per active participant$0
Average account balance$231
Benefits paid to participants$713
Plan auditUnmodified (clean) audit opinion
AuditorBAS PARTNERS LLC DBA A. PORTER CPA
Administrative expenses, itemized · 2023
Investment management$67
Total administrative$67
The Dwr Security, LLC dba Pono Security 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$522

Dwr Security, LLC dba Pono Security's 2023 employer contribution ran below the $522 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2023$67 · 0.08%
Similar plansAdministrative & Support Services · Oregon
Prograss, Inc. OR$1.8M · 1.22%
Vip Hospitality Group OR$417K · 0.34%
Indeed Flex, Inc. TX$96K · 6.34%
Cmi Management, LLC VA$94K · 0.95%

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Source: U.S. Department of Labor, Form 5500 series, EIN 851203749 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.