Plan Ledger DOL Form 5500 · updated monthly

Pep Printing, Inc.401(k)

PEP PRINTING, INC. 401(K) PROFIT SHARING PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Pep Printing, Inc. reported $80,762 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $790 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 0.48% to 0.52%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 410th-largest of 1,021 plans among Oregon employers on file, and the 6,762nd of 13,661 in manufacturing. In 2024, employees put in $5.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,172,651
Participants with balances200
Active participants160
Employer contributions$126,400
Employee contributions$732,900
Employer contribution per active participant$790
Average account balance$80,863
Benefits paid to participants$1,796,173
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.2M · 200 accts · $126K emplr
2023$14.9M · 205 accts · $185K emplr
2022$13.6M · 178 accts · $284K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,480
Investment management$44,778
Total administrative$80,762
The Pep Printing, Inc. 401(k) match · 2024
Employer contribution per active participant$790
Median for plans this size$2,416
2024$790 per active participant
2023$1,136 per active participant
2022$1,916 per active participant

Pep Printing, Inc.'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 · 20244
FIRST PACIFIC FINANCIAL INC · Investment advisory (plan)$39,105
PENSION PLAN SPECIALISTS PC · Contract administrator$6,647
EMPOWER ADVISORY GROUP, LLC · Investment management$5,673

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$80,762 · 0.52%
2023$67,490 · 0.47%
2022$70,554 · 0.48%
Same employer
Similar plansManufacturing · Oregon
East West Tea Company, LLC OR$17.9M · 0.39%
States Industries, LLC OR$17.0M · 0.36%
Nosler, Inc. OR$16.4M · 0.47%
Apcon, Inc. OR$16.2M · 0.44%
Ssi Shredding Systems, Inc. OR$15.6M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930712053 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.