Plan Ledger DOL Form 5500 · updated monthly

Pbs Engineering and Environmental Inc.401(k)

PBS 401(K)PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Pbs Engineering and Environmental Inc. reported $70,092 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $3,832 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 0.49% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 270th-largest of 1,021 plans among Oregon employers on file, and the 4,097th of 11,654 in professional & technical services. In 2024, employees put in $2.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,694,217
Participants with balances363
Active participants269
Employer contributions$1,030,861
Employee contributions$2,547,923
Employer contribution per active participant$3,832
Average account balance$84,557
Benefits paid to participants$3,736,491
Plan auditUnmodified (clean) audit opinion
AuditorSTAMBAUGH NESS
Plan history3
Yearassets · accounts · employer contribution
2024$30.7M · 363 accts · $1.0M emplr
2023$26.8M · 373 accts · $1.0M emplr
2022$21.8M · 349 accts · $882K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,125
Investment management$3,052
Audit (IQPA)$20,250
Total administrative$70,092
The Pbs Engineering and Environmental Inc. 401(k) match · 2024
Employer contribution per active participant$3,832
Median for plans this size$2,416
2024$3,832 per active participant
2023$3,475 per active participant
2022$3,196 per active participant

Pbs Engineering and Environmental 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 · 20245
ACEC RETIREMENT TRUST$43,244
STAMBAUGH NESS PC · Accounting / audit$20,250
EMPOWER ADVISORY GROUP, LLC · Investment management$3,052
PRIME PENSIONS NORTHWEST LLC$421

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$70,092 · 0.24%
2023$93,233 · 0.38%
2022$112,165 · 0.49%
Same employer
Similar plansProfessional & Technical Services · Oregon
Opus Solutions, LLC OR$36.1M · 0.32%
Dks Associates OR$32.2M · 0.19%
Galois, Inc. OR$30.9M · 0.49%
Kbf Cpas LLP OR$30.7M · 0.17%
Airship Group Inc. OR$28.4M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930870218 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.