Plan Ledger DOL Form 5500 · updated monthly

Forbidden Fruit Ciderhouse, LLC401(k)

2 TOWNS CIDERHOUSE 401(K) PLAN · CORVALLIS, OR · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Forbidden Fruit Ciderhouse, LLC reported $17,950 in plan administrative expenses for 2024: 0.55% of average plan assets, above the peer median. Employer contributions averaged $2,137 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 0.03% to 0.55%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Oregon (815th of 1,021), and 11,908th of 13,661 in manufacturing. In 2024, employees put in $1.58 for every $1.00 the employer contributed; active participation has grown from 104 to 126 since 2022.

Plan summary
Net assets, end of year$3,709,027
Participants with balances152
Active participants126
Employer contributions$269,310
Employee contributions$424,271
Employer contribution per active participant$2,137
Average account balance$24,401
Benefits paid to participants$174,653
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.7M · 152 accts · $269K emplr
2023$2.8M · 144 accts · $210K emplr
2022$1.9M · 148 accts · $188K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,345
Total administrative$17,950
The Forbidden Fruit Ciderhouse, LLC 401(k) match · 2024
Employer contribution per active participant$2,137
Median for plans this size$1,313
2024$2,137 per active participant
2023$1,829 per active participant
2022$1,807 per active participant

Forbidden Fruit Ciderhouse, LLC's 2024 employer contribution ran above 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 · 20242
FIRST PACIFIC FINANCIAL INC · Investment advisory (plan)$14,345
CAPITAL GROUP RETIREMENT PLAN SERV.$680

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$17,950 · 0.55%
2023$7,236 · 0.31%
2022$605 · 0.03%
Same employer
Similar plansManufacturing · Oregon
Ramsay Signs, Inc. OR$4.1M · 0.78%
Epsm LLC dba Qpd OR$3.9M · 0.68%
Trillium US, Inc. OR$3.6M · 0.25%
Mohawk Metal Company OR$3.4M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272096086 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.