Plan Ledger DOL Form 5500 · updated monthly

Nosler, Inc.401(k)

NOSLER, INC. 401(K) SALARY REDUCTION PLAN · BEND, OR · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Nosler, Inc. reported $71,009 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,131 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 0.45% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 406th-largest of 1,021 plans among Oregon employers on file, and the 6,712th of 13,661 in manufacturing. In 2024, employees put in $3.66 for every $1.00 the employer contributed; active participation has grown from 131 to 177 since 2022.

Plan summary
Net assets, end of year$16,364,307
Participants with balances186
Active participants177
Employer contributions$200,112
Employee contributions$731,826
Employer contribution per active participant$1,131
Average account balance$87,980
Benefits paid to participants$830,158
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.4M · 186 accts · $200K emplr
2023$13.6M · 173 accts · $355K emplr
2022$10.5M · 155 accts · $293K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,748
Investment management$37,261
Total administrative$71,009
The Nosler, Inc. 401(k) match · 2024
Employer contribution per active participant$1,131
Median for plans this size$2,416
2024$1,131 per active participant
2023$1,973 per active participant
2022$2,236 per active participant

Nosler, 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
DA DAVIDSON & COMPANY · Investment advisory (plan)$37,261
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$33,748

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$71,009 · 0.47%
2023$55,796 · 0.46%
2022$52,481 · 0.45%
Same employer
Similar plansManufacturing · Oregon
Yakima Products, Inc. OR$19.2M · 0.33%
East West Tea Company, LLC OR$17.9M · 0.39%
States Industries, LLC OR$17.0M · 0.36%
Pep Printing, Inc. OR$16.2M · 0.52%
Apcon, Inc. OR$16.2M · 0.44%
Ssi Shredding Systems, Inc. OR$15.6M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930468612 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.