Plan Ledger DOL Form 5500 · updated monthly

King Estate Winery, Limited Partnership(Oregon)401(k)

KING ESTATE WINERY 401(K) PLAN · EUGENE, OR · plan year 2025

Reported admin expense ratio · 2025
0.45%

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

King Estate Winery, Limited Partnership(Oregon) reported $30,127 in plan administrative expenses for 2025: 0.45% of average plan assets, below the peer median. Employer contributions averaged $2,352 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 has held roughly steady near 0.455%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Oregon (659th of 1,021), and 10,092nd of 13,661 in manufacturing. In 2025, employees put in $2.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,138,659
Participants with balances96
Active participants72
Employer contributions$169,331
Employee contributions$347,842
Employer contribution per active participant$2,352
Average account balance$74,361
Benefits paid to participants$488,920
Plan auditUnmodified (clean) audit opinion
AuditorALDRICH CPAS AND ADVISORS
Plan history4
Yearassets · accounts · employer contribution
2025$7.1M · 96 accts · $169K emplr
2024$6.1M · 104 accts · $162K emplr
2023$5.3M · 99 accts · $163K emplr
2022$4.5M · 100 accts · $145K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$28,262
Investment management$1,865
Total administrative$30,127
The King Estate Winery, Limited Partnership(Oregon) 401(k) match · 2025
Employer contribution per active participant$2,352
Median for plans this size$1,464
2025$2,352 per active participant
2024$2,057 per active participant
2023$1,828 per active participant
2022$1,865 per active participant

King Estate Winery, Limited Partnership(Oregon)'s 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$28,262

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

Administrative cost history4
2025$30,127 · 0.45%
2024$26,197 · 0.46%
2023$22,623 · 0.46%
2022$21,921 · 0.45%
Similar plansManufacturing · Oregon
Ideal Steel, Inc. OR$7.8M · 0.40%
Turtle Island Foods, Spc OR$7.8M · 0.87%
Marathon Coach, Inc. OR$7.8M · 0.73%
Western Wire Works, Inc. OR$7.7M · 0.73%
The Ulven Companies OR$7.1M · 0.68%
Herb Pharm, LLC OR$7.1M · 0.41%
Ess Tech Subsidiary, Inc OR$6.9M · 0.12%
Linn Gear Company, Inc. OR$6.9M · 0.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931283205 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.