Plan Ledger DOL Form 5500 · updated monthly

Erickson Group, LTD401(k)

ERICKSON GROUP, LTD 401(K) PROFIT SHARING PLAN · BEAVERTON, OR · plan year 2022

Reported admin expense ratio · 2022
0.04%

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

Erickson Group, LTD reported $4,559 in plan administrative expenses for 2022: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,624 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Oregon (550th of 1,021), and 559th of 786 in management of companies. In 2022, employees put in $3.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,246,906
Participants with balances88
Active participants128
Employer contributions$207,915
Employee contributions$668,635
Employer contribution per active participant$1,624
Average account balance$116,442
Benefits paid to participants$396,922
Plan auditUnmodified (clean) audit opinion
AuditorPERKINS & CO
Administrative expenses, itemized · 2022
Professional / advisory$4,559
Total administrative$4,559
The Erickson Group, LTD 401(k) match · 2022
Employer contribution per active participant$1,624
Median for plans this size$2,266

Erickson Group, LTD's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$4,559 · 0.04%
Same employer
Similar plansManagement of Companies · Oregon
Vital Enterprises LLC OR$25.9M · 0.28%
Cfp Fire Protection, Inc. CA$10.4M · 0.22%
Midi Enterprises, LLC ND$10.2M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930892771 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.