Plan Ledger DOL Form 5500 · updated monthly

Kids and Company of Linn County401(k)

KIDS AND COMPANY OF LINN COUNTY 403(B) PLAN · LEBANON, OR · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Kids and Company of Linn County reported $5,167 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,256 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 4 years on file its reported administrative ratio fell from 0.24% to 0.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (770th of 1,021), and 8,053rd of 11,911 in health care & social assistance. In 2024, the employer put in $1.27 for every $1.00 employees contributed themselves; active participation has shrunk from 185 to 110 since 2020.

Plan summary
Net assets, end of year$4,743,386
Participants with balances191
Active participants110
Employer contributions$248,206
Employee contributions$196,208
Employer contribution per active participant$2,256
Average account balance$24,834
Benefits paid to participants$734,423
Plan history4
Yearassets · accounts · employer contribution
2024$4.7M · 191 accts · $248K emplr
2023$4.5M · 196 accts · $235K emplr
2022$3.8M · 190 accts · $204K emplr
2020$3.5M · 185 accts · $153K emplr
The Kids and Company of Linn County 401(k) match · 2024
Employer contribution per active participant$2,256
Median for plans this size$1,313
2024$2,256 per active participant
2023$1,782 per active participant
2022$1,617 per active participant
2020$825 per active participant

Kids and Company of Linn County'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 · 20241
MUTUAL OF AMERICA SEC. CORP LLC · Recordkeeping · Loan processing$4,281

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history4
2024$5,167 · 0.11%
2023$4,751 · 0.11%
2022$4,768 · 0.13%
2020$8,045 · 0.24%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
St. Mary's Home OR$5.0M · 0.02%
Fora Health, Inc. OR$4.4M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930687438 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.