Plan Ledger DOL Form 5500 · updated monthly

Olympic Moving & Storage401(k)

OLYMPIC MOVING & STORAGE 401(K) PROFIT SHARING PLAN & TRUST · TACOMA, WA · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Olympic Moving & Storage reported $9,659 in plan administrative expenses for 2024: 0.54% of average plan assets, above the peer median. Employer contributions averaged $129 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 fell from 0.66% to 0.54%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Washington (1,565th of 1,714), and 2,856th of 3,341 in other services. In 2024, employees put in $22.22 for every $1.00 the employer contributed; active participation has shrunk from 191 to 144 since 2022.

Plan summary
Net assets, end of year$2,043,171
Participants with balances243
Active participants144
Employer contributions$18,533
Employee contributions$411,837
Employer contribution per active participant$129
Average account balance$8,408
Benefits paid to participants$129,121
Plan auditUnmodified (clean) audit opinion
AuditorPOOLER CPA GROUP LLC
Plan history3
Yearassets · accounts · employer contribution
2024$2.0M · 243 accts · $19K emplr
2023$1.6M · 229 accts · $20K emplr
2022$1.1M · 224 accts · $20K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,641
Investment management$7,018
Total administrative$9,659
The Olympic Moving & Storage 401(k) match · 2024
Employer contribution per active participant$129
Median for plans this size$1,313
2024$129 per active participant
2023$121 per active participant
2022$105 per active participant

Olympic Moving & Storage's 2024 employer contribution ran below the $1,313 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.

Administrative cost history3
2024$9,659 · 0.54%
2023$13,424 · 1.01%
2022$6,336 · 0.66%
Similar plansOther Services · Washington
Cowiche Growers, Inc. WA$2.7M · 0.95%
Rudys Reloaded, LLC WA$2.6M · 0.64%
Fedelta Home Care LLC WA$1.4M · 2.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911652517 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.