Plan Ledger DOL Form 5500 · updated monthly

Nw Natural Water Company LLC401(k)

NW NATURAL WATER COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.97%

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

Nw Natural Water Company LLC reported $28,152 in plan administrative expenses for 2024: 0.97% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,315 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Oregon (835th of 1,021), and 4,409th of 5,337 in construction. In 2024, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,420,395
Participants with balances183
Active participants174
Employer contributions$402,762
Employee contributions$690,209
Employer contribution per active participant$2,315
Average account balance$18,691
Benefits paid to participants$392,064
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,918
Investment management$16,234
Total administrative$28,152
The Nw Natural Water Company LLC 401(k) match · 2024
Employer contribution per active participant$2,315
Median for plans this size$1,313

Nw Natural Water Company LLC's 2024 employer contribution ran above the $1,313 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 · 20242
401K GENERATION INC. · Investment advisory (participants)$14,924
401K GENERATION · Contract administrator$9,844

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

Administrative cost history1
2024$28,152 · 0.97%
Same employer
Similar plansConstruction · Oregon
D & H Flagging, Inc. OR$4.1M · 0.14%
Gelco Construction Co. OR$3.4M · 0.68%
Pacific Excavation, Inc. OR$2.7M · 0.36%
Dsl Builders, LLC OR$2.0M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 824649867 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.