Plan Ledger DOL Form 5500 · updated monthly

Kids Unlimited of Oregon401(k)

KIDS UNLIMITED OF OREGON 401(K) PLAN · MEDFORD, OR · plan year 2024

Reported admin expense ratio · 2024
1.24%

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

Kids Unlimited of Oregon reported $31,912 in plan administrative expenses for 2024: 1.24% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,982 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 fell from 1.55% to 1.24%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Oregon (861st of 1,021), and 2,760th of 3,091 in educational services. In 2024, employees put in $1.57 for every $1.00 the employer contributed; active participation has shrunk from 166 to 97 since 2022.

Plan summary
Net assets, end of year$2,799,809
Participants with balances120
Active participants97
Employer contributions$192,253
Employee contributions$301,264
Employer contribution per active participant$1,982
Average account balance$23,332
Benefits paid to participants$361,484
Plan auditUnmodified (clean) audit opinion
AuditorKDP CERTIFIED PUBLIC ACCOUNTANTS
Plan history3
Yearassets · accounts · employer contribution
2024$2.8M · 120 accts · $192K emplr
2023$2.4M · 150 accts · $220K emplr
2022$1.8M · 159 accts · $204K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,676
Investment management$12,236
Total administrative$31,912
The Kids Unlimited of Oregon 401(k) match · 2024
Employer contribution per active participant$1,982
Median for plans this size$1,313
2024$1,982 per active participant
2023$1,864 per active participant
2022$1,227 per active participant

Kids Unlimited of Oregon'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
PCS RETIREMENT LLC · Contract administrator · Recordkeeping$19,676
CUTLER INVESTMENT COUNSEL, LLC · Investment management$12,236

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

Recordkeeper by year2
2024PCS Retirement
2023PCS Retirement

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

Administrative cost history3
2024$31,912 · 1.24%
2023$26,209 · 1.26%
2022$24,053 · 1.55%
Same employer
Similar plansEducational Services · Oregon
Delphi Schools, Inc. OR$3.7M · 0.57%
Klamath Family Head Start OR$3.6M · 0.05%
Latino Network OR$1.1M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931329922 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.