Plan Ledger DOL Form 5500 · updated monthly

Legal Aid Services of Oregon401(k)

LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Legal Aid Services of Oregon reported $28,602 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $5,049 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 3 years on file its reported administrative ratio has held roughly steady near 0.201%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 426th-largest of 1,021 plans among Oregon employers on file, and 6,504th of 11,654 in professional & technical services. In 2024, employees put in $1.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,306,017
Participants with balances173
Active participants88
Employer contributions$444,286
Employee contributions$556,117
Employer contribution per active participant$5,049
Average account balance$88,474
Benefits paid to participants$544,986
Plan auditUnmodified (clean) audit opinion
AuditorGARY MCGEE & CO. LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.3M · 173 accts · $444K emplr
2023$13.1M · 164 accts · $425K emplr
2022$12.2M · 156 accts · $376K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,102
Investment management$12,500
Total administrative$28,602
The Legal Aid Services of Oregon 401(k) match · 2024
Employer contribution per active participant$5,049
Median for plans this size$2,416
2024$5,049 per active participant
2023$4,572 per active participant
2022$4,531 per active participant

Legal Aid Services of Oregon's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$16,102
MORGAN STANLEY GLOBAL · Investment advisory (plan)$12,500

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$28,602 · 0.20%
2023$23,143 · 0.18%
2022$26,088 · 0.20%
Same employer
Similar plansProfessional & Technical Services · Oregon
Transportation Media, Inc. OR$16.7M · 0.82%
Sheerid OR$15.3M · 0.08%
Aspen Ml LLC OR$14.7M · 0.22%
Legitscript, LLC OR$14.2M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930635480 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.