Plan Ledger DOL Form 5500 · updated monthly

Orepac Holding Company401(k)

OREPAC SAVINGS AND INVESTMENT PLAN · WILSONVILLE, OR · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Orepac Holding Company reported $159,037 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,298 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 rose from 0.23% to 0.25%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 143rd-largest of 1,021 plans among Oregon employers on file, and the 624th of 4,246 in wholesale trade. In 2024, employees put in $2.23 for every $1.00 the employer contributed; active participation has grown from 866 to 953 since 2022.

Plan summary
Net assets, end of year$66,853,903
Participants with balances1,178
Active participants953
Employer contributions$2,190,447
Employee contributions$4,892,576
Employer contribution per active participant$2,298
Average account balance$56,752
Benefits paid to participants$7,287,324
Plan auditUnmodified (clean) audit opinion
AuditorDELAP
Plan history3
Yearassets · accounts · employer contribution
2024$66.9M · 1,178 accts · $2.2M emplr
2023$59.5M · 1,045 accts · $1.9M emplr
2022$50.1M · 1,056 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,103
Investment management$94,894
Total administrative$159,037
The Orepac Holding Company 401(k) match · 2024
Employer contribution per active participant$2,298
Median for plans this size$3,635
2024$2,298 per active participant
2023$2,235 per active participant
2022$2,226 per active participant

Orepac Holding Company's 2024 employer contribution ran below the $3,635 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 · 20244
EMPOWER ADVISORY GROUP, LLC · Investment management$81,144
NORTHWEST CAPITAL MANAGEMENT, INC D · Investment advisory (plan)$13,750
ENDEAVOR RETIREMENT LLC · Legal$3,040

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$159,037 · 0.25%
2023$134,650 · 0.25%
2022$124,057 · 0.23%
Same employer
Similar plansWholesale Trade · Oregon
Parr Lumber Company OR$130.2M · 0.19%
Johnstone Supply, LLC. OR$83.4M · 0.18%
Vtech USA Holdings, LLC OR$70.7M · 0.09%
Consolidated Supply Co. OR$61.8M · 0.33%
Columbia Grain OR$54.1M · 0.11%
McGuire Bearing Company OR$53.6M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930670556 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.