Plan Ledger DOL Form 5500 · updated monthly

Pahlisch Home, Inc.401(k)

PAHLISCH HOMES, INC. SAVINGS AND RETIREMENT PLAN · BEND, OR · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Pahlisch Home, Inc. reported $12,462 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,487 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 0.03% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 399th-largest of 1,021 plans among Oregon employers on file, and the 2,274th of 5,337 in construction. In 2024, employees put in $2.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,903,800
Participants with balances280
Active participants210
Employer contributions$732,185
Employee contributions$1,591,473
Employer contribution per active participant$3,487
Average account balance$60,371
Benefits paid to participants$1,253,086
Plan auditUnmodified (clean) audit opinion
AuditorDELAP
Plan history3
Yearassets · accounts · employer contribution
2024$16.9M · 280 accts · $732K emplr
2023$13.3M · 329 accts · $662K emplr
2022$10.4M · 325 accts · $530K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,918
Investment management$544
Total administrative$12,462
The Pahlisch Home, Inc. 401(k) match · 2024
Employer contribution per active participant$3,487
Median for plans this size$2,416
2024$3,487 per active participant
2023$2,969 per active participant
2022$2,418 per active participant

Pahlisch Home, Inc.'s 2024 employer contribution ran above 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$11,408

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$12,462 · 0.08%
2023$3,355 · 0.03%
2022$2,945 · 0.03%
Same employer
Similar plansConstruction · Oregon
Hunter-Davisson, Inc. OR$19.5M · 0.22%
Hoffman Corporation OR$19.0M · 0.26%
James W. Fowler Co. OR$17.5M · 0.70%
Adroit Construction Co. Inc OR$14.3M · 0.44%
Stoner Electric, LLC OR$14.2M · 0.95%
Moore Excavation, Inc. OR$12.8M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930822707 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.