Plan Ledger DOL Form 5500 · updated monthly

Genuine Engagement Fundraising L401(k)

GENUINE ENGAGEMENT FUNDRAISING LLC · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.92%

Genuine Engagement Fundraising L reported $573 in plan administrative expenses for 2024: 0.92% 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Oregon (1,011th of 1,021), and 5,177th of 5,215 in retail trade.

Plan summary
Net assets, end of year$85,046
Participants with balances181
Active participants57
Employer contributions—
Employee contributions$38,725
Employer contribution per active participant—
Average account balance$470
Benefits paid to participants$1,763
Plan auditUnmodified (clean) audit opinion
AuditorMOSS, KRUSICK & ASSOCIATES, LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$301
Investment management$272
Total administrative$573
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 · 20241
ADP, INC. · Recordkeeping$573

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

Administrative cost history1
2024$573 · 0.92%
Similar plansRetail Trade · Oregon
Sunset Auto Parts, Inc. OR$705K · 0.75%
A-Boy Electric & Plumbing OR$331K · 1.53%
Thabet Management Inc OR$155K · 8.26%
Danros, LLC CA$87K · 2.15%
The Standard Market LLC IL$84K · 4.27%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 854344181 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.