Plan Ledger DOL Form 5500 · updated monthly

Oregon Eye Consultants, LLC401(k)

OREGON EYE CONSULTANTS, LLC EMPLOYEE SAVINGS PLAN · EUGENE, OR · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Oregon Eye Consultants, LLC reported $3,075 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,543 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 1 year on file its reported administrative ratio rose from 0.02% to 0.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (593rd of 1,021), and 6,093rd of 11,911 in health care & social assistance. In 2024, the employer put in $1.71 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$8,900,570
Participants with balances137
Active participants60
Employer contributions$512,590
Employee contributions$299,296
Employer contribution per active participant$8,543
Average account balance$64,968
Benefits paid to participants$227,942
Plan auditUnmodified (clean) audit opinion
AuditorPLANCHECKCPAS
Plan history2
Yearassets · accounts · employer contribution
2024$8.9M · 137 accts · $513K emplr
2023$7.6M · 139 accts · $412K emplr
The Oregon Eye Consultants, LLC 401(k) match · 2024
Employer contribution per active participant$8,543
Median for plans this size$1,313
2024$8,543 per active participant
2023$7,494 per active participant

Oregon Eye Consultants, 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.

Administrative cost history2
2024$3,075 · 0.04%
2023$1,440 · 0.02%
Similar plansHealth Care & Social Assistance · Oregon
Generations LLC OR$9.2M · 0.59%
Seran Bioscience, LLC OR$9.0M · 1.10%
Lifeways Inc. OR$8.2M · 0.24%
Protocall Services, Inc. OR$8.0M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931292903 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.