Plan Ledger DOL Form 5500 · updated monthly

Miller Paint Co.ESOP

MILLER PAINT CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.03%

Miller Paint Co. reported $6,734 in plan administrative expenses for 2024: 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 2 years on file its reported administrative ratio rose from 0.02% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 299th-largest of 1,021 plans among Oregon employers on file, and the 1,106th of 5,215 in retail trade.

Plan summary
Net assets, end of year$27,842,833
Participants with balances250
Active participants0
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$111,371
Benefits paid to participants$990,601
Plan auditUnmodified (clean) audit opinion
AuditorPERKINS & COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$27.8M · 250 accts
2023$15.6M · 268 accts
2022$18.4M · 288 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Investment management$427
Total administrative$6,734
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 · 20241
PENSION PLAN SPECIALISTS · Pension consulting · Other services$6,307

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

Administrative cost history3
2024$6,734 · 0.03%
2023$10,488 · 0.06%
2022$4,118 · 0.02%
All plans at this employer2
MILLER PAINT 401(K) SAVINGS PLAN401(k)
MILLER PAINT CO., INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansRetail Trade · Oregon
Powell's Books, Inc. OR$30.5M · 0.46%
Grand & Benedicts, Inc. OR$29.5M · 0.00%
Lanphere Enterprises, Inc. OR$27.5M · 0.38%
Hanna Andersson, LLC OR$23.9M · 0.38%
Carr Auto Group, Inc. OR$22.7M · 0.59%
Dolan Northwest, LLC OR$22.5M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930341643 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.