Plan Ledger DOL Form 5500 · updated monthly

Kool Pak, LLC401(k)

KOOL PAK DEFERRED INCOME PLAN · PORTLAND, OR · plan year 2023

Reported admin expense ratio · 2023
0.03%

Kool Pak, LLC reported $775 in plan administrative expenses for 2023: 0.03% of average plan assets, lower than ~75% of peers. 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 1 year on file its reported administrative ratio fell from 0.84% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Oregon (868th of 1,021), and 1,983rd of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$2,734,520
Participants with balances113
Active participants100
Employer contributions—
Employee contributions$233,198
Employer contribution per active participant—
Average account balance$24,199
Benefits paid to participants$197,308
Plan auditUnmodified (clean) audit opinion
AuditorKERNUTT STOKES
Plan history2
Yearassets · accounts · employer contribution
2023$2.7M · 113 accts
2022$2.3M · 115 accts · $52K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$775
Total administrative$775
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ADP, INC. · Loan processing · Recordkeeping$1,157

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

Administrative cost history2
2023$775 · 0.03%
2022$21,247 · 0.84%
Similar plansTransportation & Warehousing · Oregon
Sherman Bros. Inc. OR$3.5M · 0.66%
Blue Ocean Inc OR$3.4M · 0.60%
J & W Walker Farms, Inc. OR$3.4M · 0.10%
Stts USA, Inc. OR$2.2M · 0.95%
Leading Edge Aviation Inc OR$1.3M · 0.92%
Medelez Incorporated OR$1.2M · 0.98%
P.S. Trucking, Inc. OR$617K · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200215577 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.