Plan Ledger DOL Form 5500 · updated monthly

Mitchell Lewis & Staver Co.401(k)

MITCHELL LEWIS & STAVER CO. 401(K) PROFIT SHARING PLAN · WILSONVILLE, OR · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Mitchell Lewis & Staver Co. reported $72,580 in plan administrative expenses for 2024: 0.62% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,909 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 0.74% to 0.62%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 491st-largest of 1,021 plans among Oregon employers on file, and 2,656th of 4,246 in wholesale trade. In 2024, employees put in $3.18 for every $1.00 the employer contributed; active participation has shrunk from 216 to 176 since 2022.

Plan summary
Net assets, end of year$12,189,596
Participants with balances225
Active participants176
Employer contributions$335,970
Employee contributions$1,070,020
Employer contribution per active participant$1,909
Average account balance$54,176
Benefits paid to participants$1,972,918
Plan auditUnmodified (clean) audit opinion
AuditorKERNUTT STOKES LLP
Plan history3
Yearassets · accounts · employer contribution
2024$12.2M · 225 accts · $336K emplr
2023$11.3M · 239 accts · $354K emplr
2022$10.1M · 261 accts · $286K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,267
Investment management$16,313
Total administrative$72,580
The Mitchell Lewis & Staver Co. 401(k) match · 2024
Employer contribution per active participant$1,909
Median for plans this size$2,416
2024$1,909 per active participant
2023$2,021 per active participant
2022$1,324 per active participant

Mitchell Lewis & Staver Co.'s 2024 employer contribution ran below the $2,416 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 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$56,263
DESCHUTES INVESTMENT CONSULTING · Investment advisory (plan)$16,313

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$72,580 · 0.62%
2023$68,901 · 0.64%
2022$82,086 · 0.74%
Same employer
Similar plansWholesale Trade · Oregon
Houstons, Inc. OR$16.7M · 0.10%
McDonald Wholesale Co. OR$16.3M · 0.46%
Portland French LTD. OR$14.0M · 0.00%
Andretti Group OR$11.2M · 0.70%
Triad Machinery, Inc. OR$10.9M · 0.02%
Mid Valley Ipa, Inc. OR$9.3M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930332159 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.