Plan Ledger DOL Form 5500 · updated monthly

Impact Electronic Solutions, Inc.401(k)

IMPACT ELECTRONIC SOLUTIONS 401(K) PLAN · LAKE OSWEGO, 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

Impact Electronic Solutions, Inc. reported $68,623 in plan administrative expenses for 2024: 0.69% of average plan assets, above the peer median. Employer contributions averaged $1,464 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 $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 (533rd of 1,021), and 8,498th of 13,661 in manufacturing. In 2024, employees put in $2.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,680,159
Participants with balances370
Active participants278
Employer contributions$406,959
Employee contributions$1,003,410
Employer contribution per active participant$1,464
Average account balance$28,865
Benefits paid to participants$1,015,094
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,151
Investment management$38,390
Total administrative$68,623
The Impact Electronic Solutions, Inc. 401(k) match · 2024
Employer contribution per active participant$1,464
Median for plans this size$1,313

Impact Electronic Solutions, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20242
FORTIS FINANCIAL PARTNERS · Investment advisory (participants)$38,391
ASCENSUS$27,151

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$68,623 · 0.69%
Similar plansManufacturing · Oregon
Cascade Wood Products Inc. OR$10.9M · 0.23%
Ess Tech, Inc OR$10.9M · 0.12%
Meduri Farms, Inc. OR$10.7M · 0.88%
Phoseon Technology Inc. OR$10.7M · 0.27%
Sheldon Manufacturing, Inc. OR$10.7M · 0.05%
Lanz Cabinet Shop, Inc. OR$10.6M · 0.84%
Routeware, Inc. OR$10.6M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352625436 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.