Plan Ledger DOL Form 5500 · updated monthly

Oic of WashingtonProfit-sharing plan

OIC OF WASHINGTON RETIREMENT PLAN · YAKIMA, WA · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Oic of Washington reported $24,578 in plan administrative expenses for 2024: 0.66% of average plan assets, above the peer median. Employer contributions averaged $4,797 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 educational services employers. By assets it is among the smaller plans on file in Washington (1,438th of 1,714), and 2,637th of 3,091 in educational services.

Plan summary
Net assets, end of year$3,761,664
Participants with balances162
Active participants108
Employer contributions$518,061
Employee contributions—
Employer contribution per active participant$4,797
Average account balance$23,220
Benefits paid to participants$607,021
Plan auditUnmodified (clean) audit opinion
AuditorPETERSEN CPAS AND ADVISORS, PLLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,578
Total administrative$24,578
Employer contributions to the Oic of Washington plan · 2024
Employer contribution per active participant$4,797
Median for plans this size$1,313

Oic of Washington'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 · 20243
PROFESSIONAL BENEFIT SERVICES · Recordkeeping$6,162
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Participant communicationindirect comp
OSAIC WEALTH INC · Investment advisory (participants) · Investment advisory (plan)$18,416

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$24,578 · 0.66%
Same employer
Similar plansEducational Services · Washington
Hamlin Robinson School WA$6.5M · 0.02%
Lynden Christian School WA$5.5M · 0.58%
Westside School WA$4.6M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910873024 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.