Plan Ledger DOL Form 5500 · updated monthly

Girl Scouts of Oregon and Southwest Washington, Inc.403(b)

403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC. · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.75%

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

Girl Scouts of Oregon and Southwest Washington, Inc. reported $34,640 in plan administrative expenses for 2024: 0.75% of average plan assets, above the peer median. Employer contributions averaged $2,020 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 fell from 1.01% to 0.75%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Oregon (754th of 1,021), and 2,288th of 3,341 in other services. In 2024, employees put in $2.29 for every $1.00 the employer contributed; active participation has grown from 76 to 92 since 2022.

Plan summary
Net assets, end of year$5,019,490
Participants with balances122
Active participants92
Employer contributions$185,795
Employee contributions$425,703
Employer contribution per active participant$2,020
Average account balance$41,143
Benefits paid to participants$332,256
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.0M · 122 accts · $186K emplr
2023$4.3M · 119 accts · $168K emplr
2022$3.5M · 118 accts · $150K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,640
Total administrative$34,640
Employer contributions to the Girl Scouts of Oregon and Southwest Washington, Inc. plan · 2024
Employer contribution per active participant$2,020
Median for plans this size$1,313
2024$2,020 per active participant
2023$1,890 per active participant
2022$1,975 per active participant

Girl Scouts of Oregon and Southwest Washington, Inc.'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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$19,327
DESCHUTES INVESTMENT CONSULTING · Investment advisory (plan)$15,316

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$34,640 · 0.75%
2023$30,065 · 0.77%
2022$38,885 · 1.01%
Similar plansOther Services · Oregon
Self Enhancement, Inc. OR$6.4M · 1.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930399051 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.