Plan Ledger DOL Form 5500 · updated monthly

Ed Staub & Sons Petroleum Inc.401(k)

ED STAUB & SONS PETROLEUM INC. 401(K) PROFIT SHARING PLAN · KLAMATH FALLS, OR · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Ed Staub & Sons Petroleum Inc. reported $140,890 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,595 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 3 years on file its reported administrative ratio has held roughly steady near 0.463%. 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 265th-largest of 1,021 plans among Oregon employers on file, and the 4,331st of 13,661 in manufacturing. In 2024, the employer put in $1.02 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$31,460,478
Participants with balances408
Active participants366
Employer contributions$2,047,906
Employee contributions$2,010,217
Employer contribution per active participant$5,595
Average account balance$77,109
Benefits paid to participants$5,358,615
Plan auditUnmodified (clean) audit opinion
AuditorISLER GROUP, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$31.5M · 408 accts · $2.0M emplr
2023$29.4M · 406 accts · $1.9M emplr
2022$23.9M · 399 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$140,890
Total administrative$140,890
The Ed Staub & Sons Petroleum Inc. 401(k) match · 2024
Employer contribution per active participant$5,595
Median for plans this size$2,416
2024$5,595 per active participant
2023$5,391 per active participant
2022$4,972 per active participant

Ed Staub & Sons Petroleum Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$140,889
RAYMOND JAMES INSURANCE GROUP INC · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$140,890 · 0.46%
2023$125,801 · 0.47%
2022$114,112 · 0.46%
Same employer
Similar plansManufacturing · Oregon
Dwfritz Automation LLC OR$34.8M · 0.17%
Murphy Company OR$34.7M · 1.10%
Deschutes Brewery, Inc. OR$31.5M · 0.00%
Zip-O-Log Mills, Inc. OR$29.9M · 0.08%
Rosboro Company, LLC OR$29.9M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942644690 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.