Plan Ledger DOL Form 5500 · updated monthly

Family Help and Wellness401(k)

FAMILY HELP AND WELLNESS FAMILY HELP AND WELLNESS 401(K) PLAN · SALEM, OR · plan year 2025

Reported admin expense ratio · 2025
0.31%

Family Help and Wellness reported $8,420 in plan administrative expenses for 2025: 0.31% of average plan assets, below the peer median. 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 4 years on file its reported administrative ratio has held roughly steady near 0.311%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (857th of 1,021), and 9,303rd of 11,911 in health care & social assistance. active participation has shrunk from 885 to 491 since 2022.

Plan summary
Net assets, end of year$2,940,042
Participants with balances99
Active participants491
Employer contributions—
Employee contributions$353,693
Employer contribution per active participant—
Average account balance$29,697
Benefits paid to participants$364,624
Plan auditUnmodified (clean) audit opinion
AuditorPLANCHEC(K) CPAS, LLC
Plan history4
Yearassets · accounts · employer contribution
2025$2.9M · 99 accts
2024$2.5M · 105 accts
2023$2.1M · 100 accts
2022$1.4M · 105 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$8,420
Total administrative$8,420
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
PENTEGRA RETIREMENT SERVICES · Contract administrator$5,571

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

Administrative cost history4
2025$8,420 · 0.31%
2024$12,734 · 0.56%
2023$2,501 · 0.15%
2022$4,099 · 0.31%
Similar plansHealth Care & Social Assistance · Oregon
Impact Nw OR$3.7M · 0.85%
Community Access Services OR$3.5M · 0.06%
Waterfall Clinic, Inc. OR$2.8M · 0.23%
Willamette Family, Inc. OR$2.7M · 0.13%
Robison Jewish Home OR$2.7M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261843109 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.