Plan Ledger DOL Form 5500 · updated monthly

McMenamins, Inc.401(k)

MCMENAMINS PUBS & BREWERIES 401(K) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

McMenamins, Inc. reported $148,701 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $113 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 2 years on file its reported administrative ratio fell from 0.45% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 218th-largest of 1,021 plans among Oregon employers on file, and the 164th of 2,240 in accommodation & food services. In 2024, employees put in $11.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,627,374
Participants with balances975
Active participants1,868
Employer contributions$210,959
Employee contributions$2,366,783
Employer contribution per active participant$113
Average account balance$41,669
Benefits paid to participants$2,353,207
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$40.6M · 975 accts · $211K emplr
2023$35.9M · 1,066 accts · $264K emplr
2022$29.8M · 1,038 accts · $231K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,198
Investment management$68,503
Total administrative$148,701
The McMenamins, Inc. 401(k) match · 2024
Employer contribution per active participant$113
Median for plans this size$2,416
2024$113 per active participant
2023$131 per active participant
2022$118 per active participant

McMenamins, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$80,198
DESCHUTES PORTFOLIO STRATEGIES · Investment advisory (plan)$68,503

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$148,701 · 0.39%
2023$121,757 · 0.37%
2022$147,490 · 0.45%
Same employer
Similar plansAccommodation & Food Services · Oregon
Ocean Properties LTD. NH$42.7M · 0.47%
Port Madison Enterprises WA$41.5M · 0.43%
The Doherty Group, Inc. NJ$40.6M · 0.33%
Ace Endico Corp. NY$40.4M · 0.29%
Grand Pacific Resorts, Inc. CA$40.1M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930993010 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.