Plan Ledger DOL Form 5500 · updated monthly

Oregon Ice Cream LLC401(k)

OREGON ICE CREAM LLC 401(K) PLAN · VANCOUVER, WA · plan year 2024

Reported admin expense ratio · 2024
0.80%

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

Oregon Ice Cream LLC reported $44,182 in plan administrative expenses for 2024: 0.80% of average plan assets, above the peer median. Employer contributions averaged $1,236 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 3 years on file its reported administrative ratio has held roughly steady near 0.80%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Washington (1,286th of 1,714), and 10,650th of 13,661 in manufacturing. In 2024, employees put in $2.89 for every $1.00 the employer contributed; active participation has shrunk from 187 to 157 since 2022.

Plan summary
Net assets, end of year$6,049,949
Participants with balances217
Active participants157
Employer contributions$194,013
Employee contributions$561,457
Employer contribution per active participant$1,236
Average account balance$27,880
Benefits paid to participants$269,352
Plan auditUnmodified (clean) audit opinion
AuditorALDRICH CPA'S AND ADVISORS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 217 accts · $194K emplr
2023$5.0M · 217 accts · $185K emplr
2022$4.2M · 283 accts · $214K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,740
Investment management$23,442
Total administrative$44,182
The Oregon Ice Cream LLC 401(k) match · 2024
Employer contribution per active participant$1,236
Median for plans this size$1,313
2024$1,236 per active participant
2023$1,085 per active participant
2022$1,143 per active participant

Oregon Ice Cream LLC's 2024 employer contribution ran below the $1,313 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 · 20243
CONSULTING, LLC DESCHUTES INVSTMNT · Investment advisory (plan)$18,905
EMPOWER ADVISORY GROUP, LLC · Investment management$4,536

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$44,182 · 0.80%
2023$39,745 · 0.86%
2022$34,345 · 0.79%
Same employer
Similar plansManufacturing · Washington
Cascade Coffee, LLC. WA$6.2M · 0.76%
Tacoma Glass WA$6.1M · 0.01%
Spokane Industries, Inc. WA$6.1M · 0.01%
Multifab Inc. WA$5.9M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931210029 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.