Plan Ledger DOL Form 5500 · updated monthly

Oregon - Columbia Chapter Agc401(k)

NORTHWEST AGC CHAPTERS RETIREMENT PLAN · WILSONVILLE, OR · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Oregon - Columbia Chapter Agc reported $881,841 in plan administrative expenses for 2024: 0.28% of average plan assets, higher than ~90% of peers. Employer contributions averaged $4,608 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 0.32% to 0.28%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other construction employers. By assets it is the 32nd-largest of 1,021 plans among Oregon employers on file, and the 216th of 5,337 in construction. In 2024, the employer put in $1.10 for every $1.00 employees contributed themselves; active participation has shrunk from 4,253 to 3,426 since 2022.

Plan summary
Net assets, end of year$327,926,883
Participants with balances6,810
Active participants3,426
Employer contributions$15,787,387
Employee contributions$14,345,029
Employer contribution per active participant$4,608
Average account balance$48,154
Benefits paid to participants$33,711,031
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$327.9M · 6,810 accts · $15.8M emplr
2023$294.0M · 6,591 accts · $16.2M emplr
2022$248.0M · 6,518 accts · $16.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$527,087
Investment management$95,506
Audit (IQPA)$48,280
Total administrative$881,841
The Oregon - Columbia Chapter Agc 401(k) match · 2024
Employer contribution per active participant$4,608
Median for plans this size$4,294
2024$4,608 per active participant
2023$4,615 per active participant
2022$3,897 per active participant

Oregon - Columbia Chapter Agc's 2024 employer contribution ran above the $4,294 median for plans its size. 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 · 20246
BARRAN LIEBMAN LLP · Legal$50,220
PLATFORM, CPAS, LLC · Accounting / audit$38,530
NWPS$527,087
RELIANT CONSULTING AND RESEARCH$95,506
BJORKLUND & MONTPLAISIR$9,750

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$881,841 · 0.28%
2023$963,053 · 0.36%
2022$857,528 · 0.32%
Similar plansConstruction · Oregon
Hoffman Corporation OR$205.9M · 0.00%
Ibew LU-1141 Pension Trust OR$188.7M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931059035 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.