Plan Ledger DOL Form 5500 · updated monthly

Partnerships in Community Living, Inc. 401(K) Savings Plan401(k)

PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN · MONMOUTH, OR · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Partnerships in Community Living, Inc. 401(K) Savings Plan reported $40,441 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $787 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 fell from 0.48% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Oregon (552nd of 1,021), and the 1,634th of 3,341 in other services. In 2024, employees put in $2.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,225,825
Participants with balances381
Active participants457
Employer contributions$359,830
Employee contributions$885,985
Employer contribution per active participant$787
Average account balance$26,839
Benefits paid to participants$2,106,499
Plan auditUnmodified (clean) audit opinion
AuditorALDRICH CPAS AND ADVISORS
Plan history3
Yearassets · accounts · employer contribution
2024$10.2M · 381 accts · $360K emplr
2023$9.8M · 363 accts · $336K emplr
2022$7.9M · 344 accts · $322K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,377
Investment management$24,064
Total administrative$40,441
The Partnerships in Community Living, Inc. 401(K) Savings Plan 401(k) match · 2024
Employer contribution per active participant$787
Median for plans this size$2,416
2024$787 per active participant
2023$739 per active participant
2022$719 per active participant

Partnerships in Community Living, Inc. 401(K) Savings Plan's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$43,767
LPL FINANCIAL CORPORATION · Investment advisory (plan)$24,064

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

Recordkeeper by year2
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Partnerships in Community Living, Inc. 401(K) Savings Plan before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$40,441 · 0.40%
2023$33,848 · 0.38%
2022$41,287 · 0.48%
Same employer
Similar plansOther Services · Oregon
Relay Resources OR$14.7M · 0.37%
Rogue Community Health OR$13.1M · 0.09%
Rever Grand LLC OR$12.6M · 2.49%
Self Enhancement, Inc. OR$6.4M · 1.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930980637 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.