Plan Ledger DOL Form 5500 · updated monthly

Glorybee Natural Sweetners, Inc.401(k)

GLORYBEE NATURAL SWEETNERS, INC. 401(K) PLAN · EUGENE, OR · plan year 2024

Reported admin expense ratio · 2024
0.69%

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

Glorybee Natural Sweetners, Inc. reported $36,509 in plan administrative expenses for 2024: 0.69% of average plan assets, above the peer median. Employer contributions averaged $2,795 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 0.40% to 0.69%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Oregon (732nd of 1,021), and 10,950th of 13,661 in manufacturing. In 2024, employees put in $1.58 for every $1.00 the employer contributed; active participation has shrunk from 85 to 49 since 2022.

Plan summary
Net assets, end of year$5,477,368
Participants with balances108
Active participants49
Employer contributions$136,970
Employee contributions$216,675
Employer contribution per active participant$2,795
Average account balance$50,716
Benefits paid to participants$585,718
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.5M · 108 accts · $137K emplr
2023$5.1M · 121 accts · $202K emplr
2022$5.5M · 114 accts · $176K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,104
Investment management$16,105
Total administrative$36,509
The Glorybee Natural Sweetners, Inc. 401(k) match · 2024
Employer contribution per active participant$2,795
Median for plans this size$1,313
2024$2,795 per active participant
2023$3,063 per active participant
2022$2,067 per active participant

Glorybee Natural Sweetners, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20241
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$36,509

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$36,509 · 0.69%
2023$24,525 · 0.46%
2022$25,870 · 0.40%
Same employer
Similar plansManufacturing · Oregon
King Retail Solutions OR$5.8M · 0.90%
Bowtech, LLC OR$5.7M · 0.46%
Full Sail Brewing Company OR$5.7M · 0.40%
Tz Medical Inc OR$5.4M · 0.76%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 930810788 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.