Plan Ledger DOL Form 5500 · updated monthly

Friends of the Children _- Portl401(k)

FRIENDS OF THE CHILDREN _- PORTLAND 401(K) RETIREMENT PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Friends of the Children _- Portl reported $3,504 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,452 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 0.02% to 0.08%. 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 Oregon (774th of 1,021), and 8,090th of 11,911 in health care & social assistance. In 2024, employees put in $2.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,684,747
Participants with balances118
Active participants75
Employer contributions$108,907
Employee contributions$283,255
Employer contribution per active participant$1,452
Average account balance$39,701
Benefits paid to participants$781,652
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 118 accts · $109K emplr
2023$4.4M · 172 accts · $87K emplr
2022$3.4M · 156 accts · $85K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,504
Total administrative$3,504
The Friends of the Children _- Portl 401(k) match · 2024
Employer contribution per active participant$1,452
Median for plans this size$1,313
2024$1,452 per active participant
2023$1,122 per active participant
2022$1,119 per active participant

Friends of the Children _- Portl'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
ADP, INC. · Loan processing · Recordkeeping$3,503
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$3,504 · 0.08%
2023$943 · 0.02%
2022$779 · 0.02%
Similar plansHealth Care & Social Assistance · Oregon
St. Mary's Home OR$5.0M · 0.02%
Fora Health, Inc. OR$4.4M · 0.37%
Transition Projects, Inc. OR$4.3M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931098105 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.