Plan Ledger DOL Form 5500 · updated monthly

Organically Grown Company, Inc.401(k)

ORGANICALLY GROWN COMPANY 401(K) PLAN · EUGENE, OR · plan year 2025

Reported admin expense ratio · 2025
0.61%

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

Organically Grown Company, Inc. reported $144,594 in plan administrative expenses for 2025: 0.61% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,384 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 rose from 0.14% to 0.61%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other wholesale trade employers. By assets it is the 316th-largest of 1,021 plans among Oregon employers on file, and the 1,529th of 4,246 in wholesale trade. In 2025, employees put in $2.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,787,521
Participants with balances348
Active participants293
Employer contributions$698,408
Employee contributions$1,495,737
Employer contribution per active participant$2,384
Average account balance$74,102
Benefits paid to participants$1,543,188
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$25.8M · 348 accts · $698K emplr
2024$21.8M · 341 accts · $693K emplr
2023$18.6M · 334 accts · $777K emplr
2022$16.3M · 330 accts · $590K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$53,603
Investment management$16,703
Total administrative$144,594
The Organically Grown Company, Inc. 401(k) match · 2025
Employer contribution per active participant$2,384
Median for plans this size$2,666
2025$2,384 per active participant
2024$2,501 per active participant
2023$2,923 per active participant
2022$2,054 per active participant

Organically Grown Company, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$53,603
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$16,703
HUMAN INVESTING · Consulting$14,284
FRANK RIMERMAN CO LLP · Accounting / audit$13,650

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

Administrative cost history4
2025$144,594 · 0.61%
2024$62,821 · 0.31%
2023$57,880 · 0.33%
2022$23,858 · 0.14%
Same employer
Similar plansWholesale Trade · Oregon
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%
Bridgewell Resources LLC OR$24.6M · 0.08%
Dr. Martens OR$23.7M · 0.26%
Pacific Coast Fruit Company OR$22.3M · 0.71%
Rm Distributors, LLC OR$21.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930838216 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.