Plan Ledger DOL Form 5500 · updated monthly

Grants Pass Clinic, L.L.P.401(k)

GRANTS PASS CLINIC 401(K) & PROFIT SHARING PLAN · GRANTS PASS, OR · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Grants Pass Clinic, L.L.P. reported $32,960 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,908 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 0.00% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 289th-largest of 1,021 plans among Oregon employers on file, and the 2,876th of 11,911 in health care & social assistance. In 2024, employees put in $1.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,685,449
Participants with balances121
Active participants77
Employer contributions$377,951
Employee contributions$576,348
Employer contribution per active participant$4,908
Average account balance$237,070
Benefits paid to participants$1,008,588
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.7M · 121 accts · $378K emplr
2023$25.4M · 132 accts · $549K emplr
2022$22.3M · 136 accts · $444K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,960
Total administrative$32,960
The Grants Pass Clinic, L.L.P. 401(k) match · 2024
Employer contribution per active participant$4,908
Median for plans this size$2,416
2024$4,908 per active participant
2023$7,321 per active participant
2022$5,623 per active participant

Grants Pass Clinic, L.L.P.'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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$28,025
PREMIER RETIREMENT SERVICES, INC. · Contract administrator · Other services$4,934

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$32,960 · 0.12%
2023$13,991 · 0.06%
2022$891 · 0.00%
Similar plansHealth Care & Social Assistance · Oregon
Lifeworks Nw OR$32.6M · 0.48%
Mosaic Community Health OR$30.5M · 0.25%
Silver Falls Mso, LLC OR$28.6M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930407781 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.