Plan Ledger DOL Form 5500 · updated monthly

Grange Cooperative Supply Association401(k)

GRANGE COOPERATIVE SUPPLY ASSOCIATION 401(K) PROFIT SHARING PLAN AND TRUST · WHITE CITY, OR · plan year 2023

Reported admin expense ratio · 2023
0.17%

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

Grange Cooperative Supply Association reported $17,670 in plan administrative expenses for 2023: 0.17% of average plan assets, below the peer median. Employer contributions averaged $1,496 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 0.14% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Oregon (536th of 1,021), and the 2,515th of 5,215 in retail trade. In 2023, employees put in $1.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,640,712
Participants with balances297
Active participants175
Employer contributions$261,799
Employee contributions$315,895
Employer contribution per active participant$1,496
Average account balance$35,827
Benefits paid to participants$2,068,729
Plan auditUnmodified (clean) audit opinion
AuditorALDRICH CPAS + ADVISORS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 347 accts · $283K emplr
2023$10.6M · 297 accts · $262K emplr
2022$10.6M · 297 accts · $288K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$17,670
Total administrative$17,670
The Grange Cooperative Supply Association 401(k) match · 2023
Employer contribution per active participant$1,496
Median for plans this size$2,440
2024$1,360 per active participant
2023$1,496 per active participant
2022$1,644 per active participant

Grange Cooperative Supply Association's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ALERUS FINANCIAL, N.A. · Recordkeeping · Trustee$17,670

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

Recordkeeper by year2
2024Alerus
2023Alerus

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

Administrative cost history3
2024$30,134 · 0.29%
2023$17,670 · 0.17%
2022$18,034 · 0.14%
Same employer
Similar plansRetail Trade · Oregon
Landmark Ford, Inc. OR$13.0M · 0.41%
Weston Buick Gmc, Inc. OR$12.6M · 0.41%
Custom Decorators, Inc. OR$11.0M · 0.08%
Curtis Trailers, Inc OR$9.6M · 0.52%
Dari-Mart Stores, Inc. OR$8.9M · 0.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930177773 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.