Plan Ledger DOL Form 5500 · updated monthly

Fall Creek Farm & Nursery, Inc.Profit-sharing plan

FALL CREEK FARM & NURSERY, INC. 401(K) PROFIT · LOWELL, OR · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Fall Creek Farm & Nursery, Inc. reported $49,737 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $3,603 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 0.33% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 437th-largest of 1,021 plans among Oregon employers on file, and the 331st of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.20 for every $1.00 the employer contributed; active participation has grown from 162 to 204 since 2022.

Plan summary
Net assets, end of year$14,773,471
Participants with balances241
Active participants204
Employer contributions$734,960
Employee contributions$880,347
Employer contribution per active participant$3,603
Average account balance$61,301
Benefits paid to participants$997,019
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.8M · 241 accts · $735K emplr
2023$12.3M · 224 accts · $651K emplr
2022$14.1M · 211 accts · $599K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,437
Total administrative$49,737
Employer contributions to the Fall Creek Farm & Nursery, Inc. plan · 2024
Employer contribution per active participant$3,603
Median for plans this size$2,416
2024$3,603 per active participant
2023$3,407 per active participant
2022$3,697 per active participant

Fall Creek Farm & Nursery, Inc.'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 · 20242
CETERA INVESTMENT ADVISERS LLCindirect 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$49,737 · 0.37%
2023$51,639 · 0.39%
2022$52,138 · 0.33%
Same employer
Similar plansAgriculture, Forestry & Fishing · Oregon
Pratum Co-Op Warehouse OR$17.4M · 0.31%
Marion AG Service, Inc OR$16.5M · 0.56%
Smith Seed Services, LLC OR$15.8M · 0.32%
Beef Northwest Feeders LLC OR$15.2M · 0.67%
J. Frank Schmidt & Son Co. OR$13.7M · 0.42%
Summitt Enterprises Inc OR$11.6M · 0.01%
Grayback Forestry, Inc. OR$8.8M · 0.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930912421 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.