Plan Ledger DOL Form 5500 · updated monthly

East West Tea Company, LLC401(k)

EAST WEST TEA COMPANY, LLC 401(K) PLAN · EUGENE, OR · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

East West Tea Company, LLC reported $65,087 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $2,765 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 rose from 0.21% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 382nd-largest of 1,021 plans among Oregon employers on file, and the 6,380th of 13,661 in manufacturing. In 2024, employees put in $2.04 for every $1.00 the employer contributed; active participation has grown from 192 to 216 since 2022.

Plan summary
Net assets, end of year$17,860,081
Participants with balances293
Active participants216
Employer contributions$597,255
Employee contributions$1,218,216
Employer contribution per active participant$2,765
Average account balance$60,956
Benefits paid to participants$1,505,689
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.9M · 293 accts · $597K emplr
2023$15.1M · 299 accts · $514K emplr
2022$12.0M · 301 accts · $489K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,087
Total administrative$65,087
The East West Tea Company, LLC 401(k) match · 2024
Employer contribution per active participant$2,765
Median for plans this size$2,416
2024$2,765 per active participant
2023$2,392 per active participant
2022$2,549 per active participant

East West Tea Company, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20243
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$35,085
ADP, INC. · Loan processing · Recordkeeping$29,379
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, Bank of America / Merrill
2023ADP

This plan has changed recordkeepers within these filings. If you left East West Tea Company, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$65,087 · 0.39%
2023$26,418 · 0.19%
2022$27,118 · 0.21%
Same employer
Similar plansManufacturing · Oregon
Yakima Products, Inc. OR$19.2M · 0.33%
States Industries, LLC OR$17.0M · 0.36%
Nosler, Inc. OR$16.4M · 0.47%
Pep Printing, Inc. OR$16.2M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260820665 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.