Plan Ledger DOL Form 5500 · updated monthly

Exceptional Foresters Inc.401(k)

EXCEPTIONAL FORESTERS INC. 401(K) PLAN · SHELTON, WA · plan year 2024

Reported admin expense ratio · 2024
1.05%

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

Exceptional Foresters Inc. reported $13,675 in plan administrative expenses for 2024: 1.05% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,080 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 fell from 1.28% to 1.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Washington (1,610th of 1,714), and 10,532nd of 11,911 in health care & social assistance. In 2024, employees put in $1.71 for every $1.00 the employer contributed; active participation has shrunk from 158 to 113 since 2022.

Plan summary
Net assets, end of year$1,419,981
Participants with balances107
Active participants113
Employer contributions$122,018
Employee contributions$208,829
Employer contribution per active participant$1,080
Average account balance$13,271
Benefits paid to participants$245,722
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.4M · 107 accts · $122K emplr
2023$1.2M · 124 accts · $136K emplr
2022$792K · 104 accts · $106K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,675
Total administrative$13,675
The Exceptional Foresters Inc. 401(k) match · 2024
Employer contribution per active participant$1,080
Median for plans this size$1,313
2024$1,080 per active participant
2023$1,002 per active participant
2022$674 per active participant

Exceptional Foresters Inc.'s 2024 employer contribution ran below the $1,313 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$13,674
EDWARD JONES · Investment advisory (plan)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$13,675 · 1.05%
2023$12,004 · 1.21%
2022$10,407 · 1.28%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Compass Housing Alliance WA$1.8M · 0.08%
The Kenney WA$1.7M · 0.13%
The Arc of King County WA$1.4M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910773423 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.