Plan Ledger DOL Form 5500 · updated monthly

Hennebery Eddy Architects, Inc.401(k)

HENNEBERY EDDY ARCHITECTS, INC. 401(K) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Hennebery Eddy Architects, Inc. reported $74,153 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $13,477 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 375th-largest of 1,021 plans among Oregon employers on file, and the 5,792nd of 11,654 in professional & technical services. In 2024, the employer put in $1.31 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$18,663,456
Participants with balances142
Active participants104
Employer contributions$1,401,630
Employee contributions$1,069,164
Employer contribution per active participant$13,477
Average account balance$131,433
Benefits paid to participants$68,746
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,481
Investment management$38,672
Total administrative$74,153
The Hennebery Eddy Architects, Inc. 401(k) match · 2024
Employer contribution per active participant$13,477
Median for plans this size$2,416

Hennebery Eddy Architects, Inc.'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 · 20244
HORST & GRABEN WEALTH MANAGEMENT · Investment advisory (plan)$30,937
3 38 INVESTMENT FIDUCIARIES INC · Investment advisory (plan)$7,735
EMPOWER ADVISORY GROUP, LLC · Investment management$3,110

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$74,153 · 0.46%
Same employer
Similar plansProfessional & Technical Services · Oregon
Propeller, Inc. OR$22.5M · 0.17%
Sera Architects, Inc. OR$22.1M · 0.02%
Lrs Architects, Inc. OR$21.0M · 0.20%
Opensesame, Inc. OR$20.7M · 0.49%
Transportation Media, Inc. OR$16.7M · 0.82%
Sheerid OR$15.3M · 0.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 931228592 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.