Plan Ledger DOL Form 5500 · updated monthly

McKenzie River Brewing Company401(k)

MCKENZIE RIVER BREWING COMPANY 401(K) PROFIT SHARING PLAN · EUGENE, OR · plan year 2023

Reported admin expense ratio · 2023
0.45%

McKenzie River Brewing Company reported $3,624 in plan administrative expenses for 2023: 0.45% of average plan assets, below the peer median. 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 has held roughly steady near 0.449%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Oregon (965th of 1,021), and 13,306th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$923,158
Participants with balances40
Active participants132
Employer contributions—
Employee contributions$144,861
Employer contribution per active participant—
Average account balance$23,079
Benefits paid to participants$44,940
Plan auditUnmodified (clean) audit opinion
AuditorSB & COMPANY
Plan history2
Yearassets · accounts · employer contribution
2023$923K · 40 accts
2022$692K · 40 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,624
Total administrative$3,624
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. · Recordkeeping$3,624

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$3,624 · 0.45%
2022$3,412 · 0.45%
Similar plansManufacturing · Oregon
Arcimoto Inc OR$1.1M · 0.60%
Umpqua Dairy Products Co. OR$647K · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263694615 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.