Plan Ledger DOL Form 5500 · updated monthly

Garten Services, Inc.Profit-sharing plan

GARTEN SERVICES RETIREMENT PLAN · SALEM, OR · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Garten Services, Inc. reported $6,427 in plan administrative expenses for 2024: 0.37% of average plan assets, below the peer median. Employer contributions averaged $0 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 0.34% to 0.37%. 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 (916th of 1,021), and 10,274th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,726,156
Participants with balances152
Active participants157
Employer contributions$0
Employee contributions$0
Employer contribution per active participant$0
Average account balance$11,356
Benefits paid to participants$173,613
Plan auditUnmodified (clean) audit opinion
AuditorREDW LLC
Plan history3
Yearassets · accounts · employer contribution
2024$1.7M · 152 accts
2023$1.7M · 184 accts · $95K emplr
2022$1.6M · 187 accts · $172K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,427
Total administrative$6,427
Employer contributions to the Garten Services, Inc. plan · 2024
Employer contribution per active participant$0
Median for plans this size$1,313
2023$534 per active participant
2022$998 per active participant

Garten Services, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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.

Administrative cost history3
2024$6,427 · 0.37%
2023$5,320 · 0.32%
2022$5,140 · 0.34%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Jasper Mountain OR$2.0M · 0.72%
Roseburg Therapy LLC OR$1.4M · 0.17%
Do Good Multnomah OR$1.3M · 1.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930582004 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.