Plan Ledger DOL Form 5500 · updated monthly

Northwest Commonwealth LLC401(k)

WYLD 401(K) PLAN · CLACKAMAS, OR · plan year 2023

Reported admin expense ratio · 2023
2.08%

Northwest Commonwealth LLC reported $42,439 in plan administrative expenses for 2023: 2.08% of average plan assets, higher than ~90% 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 has held roughly steady near 2.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (872nd of 1,021), and 9,503rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,682,036
Participants with balances645
Active participants875
Employer contributions—
Employee contributions$1,174,155
Employer contribution per active participant—
Average account balance$4,158
Benefits paid to participants$230,884
Plan auditUnmodified (clean) audit opinion
AuditorMARTIN HOOD LLC
Plan history2
Yearassets · accounts · employer contribution
2023$2.7M · 645 accts
2022$1.4M · 428 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$42,439
Total administrative$42,439
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
PCS RETIREMENT LLC · Recordkeeping$42,439

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$42,439 · 2.08%
2022$22,280 · 2.06%
Similar plansHealth Care & Social Assistance · Oregon
Waterfall Clinic, Inc. OR$2.8M · 0.23%
Willamette Family, Inc. OR$2.7M · 0.13%
Robison Jewish Home OR$2.7M · 0.05%
Anthem Memory Care, LLC OR$2.6M · 1.95%
Kairos Northwest OR$2.5M · 0.17%
Community Vision, Inc OR$2.5M · 0.94%
Bend Health, Inc. OR$2.5M · 0.62%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 824475910 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.