Plan Ledger DOL Form 5500 · updated monthly

Houstons, Inc.401(k)

HOUSTON'S, INC. 401(K) PROFIT SHARING PLAN · WILSONVILLE, OR · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Houstons, Inc. reported $16,026 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,208 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 0.06% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 402nd-largest of 1,021 plans among Oregon employers on file, and 2,195th of 4,246 in wholesale trade. In 2024, employees put in $1.78 for every $1.00 the employer contributed; active participation has grown from 167 to 185 since 2022.

Plan summary
Net assets, end of year$16,704,772
Participants with balances172
Active participants185
Employer contributions$408,492
Employee contributions$728,109
Employer contribution per active participant$2,208
Average account balance$97,121
Benefits paid to participants$1,210,102
Plan auditUnmodified (clean) audit opinion
AuditorDOUGALL CONRADIE LLC
Plan history3
Yearassets · accounts · employer contribution
2024$16.7M · 172 accts · $408K emplr
2023$14.7M · 164 accts · $346K emplr
2022$12.5M · 150 accts · $366K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,416
Investment management$8,610
Total administrative$16,026
The Houstons, Inc. 401(k) match · 2024
Employer contribution per active participant$2,208
Median for plans this size$2,416
2024$2,208 per active participant
2023$2,112 per active participant
2022$2,190 per active participant

Houstons, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20243
MULTNOMAH GROUP, INC. · Recordkeeping · Trustee$8,610
ADP, INC. · Loan processing · Recordkeeping$7,416
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, MULTNOMAH GROUP, INC.
2023ADP

This plan has changed recordkeepers within these filings. If you left Houstons, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$16,026 · 0.10%
2023$6,143 · 0.05%
2022$7,558 · 0.06%
Same employer
Similar plansWholesale Trade · Oregon
On Inc. OR$17.5M · 0.07%
McDonald Wholesale Co. OR$16.3M · 0.46%
Portland French LTD. OR$14.0M · 0.00%
Mitchell Lewis & Staver Co. OR$12.2M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930457161 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.