Plan Ledger DOL Form 5500 · updated monthly

Mlf Group LLC401(k)

BIGFOOT BEVERAGES 401(K) RETIREMENT PLAN · EUGENE, OR · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Mlf Group LLC reported $76,242 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $5,138 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 rose from 0.20% to 0.22%. 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 239th-largest of 1,021 plans among Oregon employers on file, and the 1,111th of 4,246 in wholesale trade. In 2024, the employer put in $1.26 for every $1.00 employees contributed themselves; active participation has grown from 161 to 253 since 2022.

Plan summary
Net assets, end of year$36,966,522
Participants with balances329
Active participants253
Employer contributions$1,299,913
Employee contributions$1,033,619
Employer contribution per active participant$5,138
Average account balance$112,360
Benefits paid to participants$2,157,372
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$37.0M · 329 accts · $1.3M emplr
2023$32.9M · 244 accts · $986K emplr
2022$28.5M · 229 accts · $873K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,402
Investment management$51,840
Total administrative$76,242
The Mlf Group LLC 401(k) match · 2024
Employer contribution per active participant$5,138
Median for plans this size$2,416
2024$5,138 per active participant
2023$5,769 per active participant
2022$5,425 per active participant

Mlf Group LLC'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 · 20243
ROEHL & YI INVESTMENTS ADVISORS · Investment advisory (plan)$51,834
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$18,352
PENSION PLAN SPECIALISTS, PC · Contract administrator · Other services$6,050

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$76,242 · 0.22%
2023$64,959 · 0.21%
2022$60,912 · 0.20%
Similar plansWholesale Trade · Oregon
McGuire Bearing Company OR$53.6M · 0.04%
Shelter Products, Inc. OR$51.4M · 0.32%
Wacom Technology Corp. OR$48.1M · 0.03%
Walter E. Nelson Company OR$29.2M · 0.20%
Western Partitions, Inc. OR$26.0M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 753034559 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.