Plan Ledger DOL Form 5500 · updated monthly

L&F Enterprises401(k)

EINSTEIN'S OILERY 401(K) PLAN · PORTLAND, OR · plan year 2020

Reported admin expense ratio · 2020
0.06%

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

L&F Enterprises reported $945 in plan administrative expenses for 2020: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,179 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 294 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Oregon (908th of 1,021), and 2,882nd of 3,341 in other services. In 2020, the employer put in $1.25 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$1,914,561
Participants with balances83
Active participants177
Employer contributions$208,602
Employee contributions$166,907
Employer contribution per active participant$1,179
Average account balance$23,067
Benefits paid to participants$49,944
Plan auditQualified audit opinion
AuditorTHE NICHOLS ACCOUNTING GROUP, PC
Administrative expenses, itemized · 2020
Recordkeeping & contract admin$945
Total administrative$945
The L&F Enterprises 401(k) match · 2020
Employer contribution per active participant$1,179
Median for plans this size$893

L&F Enterprises's 2020 employer contribution ran above the $893 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 2020 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2020$945 · 0.06%
Similar plansOther Services · Oregon
The High Desert Museum OR$2.1M · 0.03%
Washman LLC OR$1.7M · 1.00%
On Track, Inc OR$1.6M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870807701 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.