Plan Ledger DOL Form 5500 · updated monthly

Oregon Reproductive Medicine L401(k)

OREGON REPRODUCTIVE MEDICINE L 401(K) PROFIT SHARING PLAN & TRUST · PORTLAND, OR · plan year 2023

Reported admin expense ratio · 2023
0.40%

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

Oregon Reproductive Medicine L reported $41,372 in plan administrative expenses for 2023: 0.40% of average plan assets, above the peer median. Employer contributions averaged $2,703 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 0.27% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (511th of 1,021), and the 5,329th of 11,911 in health care & social assistance. In 2023, employees put in $2.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,377,557
Participants with balances170
Active participants100
Employer contributions$270,309
Employee contributions$563,016
Employer contribution per active participant$2,703
Average account balance$66,927
Benefits paid to participants$642,609
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$11.4M · 170 accts · $270K emplr
2022$9.5M · 195 accts · $365K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$20,735
Investment management$20,637
Total administrative$41,372
The Oregon Reproductive Medicine L 401(k) match · 2023
Employer contribution per active participant$2,703
Median for plans this size$2,440
2023$2,703 per active participant
2022$3,613 per active participant

Oregon Reproductive Medicine L's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$26,873
PAYCHEX, INC. · Recordkeeping$18,662
STONEHENGE RETIREMENT PLANNERS LLC · Investment advisory (participants)$18,582

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

Administrative cost history3
2024Not separately reported
2023$41,372 · 0.40%
2022$28,540 · 0.27%
Similar plansHealth Care & Social Assistance · Oregon
Sante Operations, LLC OR$12.0M · 1.36%
Columbia Care Services Inc OR$11.9M · 0.88%
The Springs Living, LLC OR$11.8M · 0.23%
Volare Health LLC OR$11.3M · 1.60%
Willamette View, Inc. OR$11.0M · 0.60%
Bend Surgery Center, LLC OR$10.8M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931267930 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.