Plan Ledger DOL Form 5500 · updated monthly

Ever Fresh Fruit Company401(k)

EVER FRESH FRUIT COMPANY INC. 401(K) PLAN · SANDY, OR · plan year 2023

Reported admin expense ratio · 2023
0.43%

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

Ever Fresh Fruit Company reported $25,909 in plan administrative expenses for 2023: 0.43% of average plan assets, below the peer median. Employer contributions averaged $2,589 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 has held roughly steady near 0.43%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Oregon (685th of 1,021), and 10,444th of 13,661 in manufacturing. In 2023, employees put in $1.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,454,508
Participants with balances95
Active participants82
Employer contributions$212,284
Employee contributions$376,525
Employer contribution per active participant$2,589
Average account balance$67,942
Benefits paid to participants$622,696
Plan auditUnmodified (clean) audit opinion
AuditorKUENZI & COMPANY LLC
Plan history2
Yearassets · accounts · employer contribution
2023$6.5M · 95 accts · $212K emplr
2022$5.5M · 102 accts · $201K emplr
Administrative expenses, itemized · 2023
Investment management$21,974
Total administrative$25,909
The Ever Fresh Fruit Company 401(k) match · 2023
Employer contribution per active participant$2,589
Median for plans this size$1,308
2023$2,589 per active participant
2022$2,342 per active participant

Ever Fresh Fruit Company's 2023 employer contribution ran above the $1,308 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 · 20233
EDWARD JONES · Investment advisory (participants) · Investment advisory (plan)$19,474
PENSION PLAN SPECIALISTS · Contract administrator$5,700
CAPITAL GROUP RETIREMENT PLAN SERV.$750

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

Administrative cost history2
2023$25,909 · 0.43%
2022$25,322 · 0.41%
Similar plansManufacturing · Oregon
Gk Machine, Inc. OR$6.5M · 0.91%
The Townshend Group, LLC OR$6.4M · 0.39%
Evans Components Inc OR$6.3M · 0.81%
Oregon Brewing Company OR$5.9M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931048829 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.