Plan Ledger DOL Form 5500 · updated monthly

Oregon International Air Freight Co.401(k)

OIA RETIREMENT AND SAVINGS PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Oregon International Air Freight Co. reported $289,954 in plan administrative expenses for 2024: 0.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,079 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 0.64%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 193rd-largest of 1,021 plans among Oregon employers on file, and the 868th of 4,246 in wholesale trade. In 2024, employees put in $3.33 for every $1.00 the employer contributed; active participation has shrunk from 621 to 408 since 2022.

Plan summary
Net assets, end of year$47,521,509
Participants with balances585
Active participants408
Employer contributions$848,053
Employee contributions$2,824,563
Employer contribution per active participant$2,079
Average account balance$81,233
Benefits paid to participants$5,460,597
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$47.5M · 585 accts · $848K emplr
2023$43.3M · 798 accts · $1.2M emplr
2022$37.6M · 775 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$243,700
Investment management$46,254
Total administrative$289,954
The Oregon International Air Freight Co. 401(k) match · 2024
Employer contribution per active participant$2,079
Median for plans this size$2,416
2024$2,079 per active participant
2023$1,971 per active participant
2022$1,671 per active participant

Oregon International Air Freight Co.'s 2024 employer contribution ran below the $2,416 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 · 20242
JOHN HANCOCK RETIREMENT PLAN SVCS · Recordkeeping · Loan processing$247,652
SAGEVIEW ADVISORY GROUP · Investment advisory (plan)$42,302

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$289,954 · 0.64%
2023$282,549 · 0.70%
2022$245,828 · 0.62%
Same employer
Similar plansWholesale Trade · Oregon
Columbia Grain OR$54.1M · 0.11%
McGuire Bearing Company OR$53.6M · 0.04%
Shelter Products, Inc. OR$51.4M · 0.32%
Wacom Technology Corp. OR$48.1M · 0.03%
Mlf Group LLC OR$37.0M · 0.22%
Walter E. Nelson Company OR$29.2M · 0.20%
Western Partitions, Inc. OR$26.0M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930969642 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.