Plan Ledger DOL Form 5500 · updated monthly

Partners in Care403(b)

PARTNERS IN CARE 403(B) PLAN · BEND, OR · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Partners in Care reported $38,742 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $1,684 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 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 418th-largest of 1,021 plans among Oregon employers on file, and the 4,368th of 11,911 in health care & social assistance. In 2024, employees put in $3.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,576,743
Participants with balances260
Active participants208
Employer contributions$350,243
Employee contributions$1,391,603
Employer contribution per active participant$1,684
Average account balance$59,911
Benefits paid to participants$997,297
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.6M · 260 accts · $350K emplr
2023$13.1M · 259 accts · $655K emplr
2022$10.9M · 258 accts · $589K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,913
Investment management$33,479
Trustee / custodial$350
Total administrative$38,742
The Partners in Care 401(k) match · 2024
Employer contribution per active participant$1,684
Median for plans this size$2,416
2024$1,684 per active participant
2023$3,091 per active participant
2022$2,843 per active participant

Partners in Care'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
RANDALL & HURLEY · Recordkeeping · Loan processing$4,913
RBC WEALTH MANAGEMENT · Investment advisory (plan) · Investment advisory (participants)$33,479

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

Recordkeeper by year2
2024RANDALL & HURLEY
2023RANDALL & HURLEY

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

Administrative cost history3
2024$38,742 · 0.27%
2023$33,832 · 0.28%
2022$30,878 · 0.28%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Umpqua Health, LLC OR$14.9M · 0.02%
Medical Eye Center Inc OR$14.8M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930756143 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.