Plan Ledger DOL Form 5500 · updated monthly

Geffen, Mesher & Company, P.C.Profit-sharing plan

GEFFEN, MESHER & CO., P.C. 401(K) 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

Geffen, Mesher & Company, P.C. reported $30,942 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,052 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 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 217th-largest of 1,021 plans among Oregon employers on file, and the 3,249th of 11,654 in professional & technical services. In 2024, the employer put in $1.14 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$40,892,279
Participants with balances245
Active participants163
Employer contributions$1,801,433
Employee contributions$1,583,435
Employer contribution per active participant$11,052
Average account balance$166,907
Benefits paid to participants$863,014
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$40.9M · 245 accts · $1.8M emplr
2023$33.6M · 249 accts · $1.8M emplr
2022$29.2M · 231 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,942
Total administrative$30,942
Employer contributions to the Geffen, Mesher & Company, P.C. plan · 2024
Employer contribution per active participant$11,052
Median for plans this size$2,416
2024$11,052 per active participant
2023$10,718 per active participant
2022$9,705 per active participant

Geffen, Mesher & Company, P.C.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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.

Service providers · 20243
CONSULTING LLC DESCHUTES INVESTMENT · Investment advisory (plan)$11,239
LARSON GROSS PLLC$5,388

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$30,942 · 0.08%
2023$17,866 · 0.06%
2022$10,683 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Oregon
Perkins & Company P.C. OR$50.1M · 0.20%
Otak Inc. OR$44.9M · 0.38%
Cascade Energy, Inc. OR$43.3M · 0.01%
Oregon Research Institute OR$42.3M · 0.20%
Delap LLP OR$36.7M · 0.22%
Opus Solutions, LLC OR$36.1M · 0.32%
Dks Associates OR$32.2M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931042710 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.