Plan Ledger DOL Form 5500 · updated monthly

Perkins & Company P.C.401(k)

PERKINS & COMPANY P.C. EMPLOYEE 401(K) PROFIT SHARING PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Perkins & Company P.C. reported $90,687 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $3,372 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 0.196%. 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 183rd-largest of 1,021 plans among Oregon employers on file, and the 2,755th of 11,654 in professional & technical services. In 2024, employees put in $2.89 for every $1.00 the employer contributed; active participation has grown from 195 to 240 since 2022.

Plan summary
Net assets, end of year$50,070,736
Participants with balances296
Active participants240
Employer contributions$809,245
Employee contributions$2,340,207
Employer contribution per active participant$3,372
Average account balance$169,158
Benefits paid to participants$1,508,692
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$50.1M · 296 accts · $809K emplr
2023$42.6M · 269 accts · $1.3M emplr
2022$36.3M · 252 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,687
Investment management$40,000
Total administrative$90,687
The Perkins & Company P.C. 401(k) match · 2024
Employer contribution per active participant$3,372
Median for plans this size$2,416
2024$3,372 per active participant
2023$6,489 per active participant
2022$5,716 per active participant

Perkins & Company P.C.'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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$50,687
MERRILL LYNCH · Investment advisory (participants)$40,000

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$90,687 · 0.20%
2023$114,129 · 0.29%
2022$76,527 · 0.20%
Same employer
Similar plansProfessional & Technical Services · Oregon
Bullivant Houser Bailey PC OR$71.0M · 0.11%
Mackenzie Engineering, Inc. OR$63.7M · 0.14%
Digimarc Corporation OR$60.1M · 0.27%
Interface Engineering Inc OR$58.5M · 0.24%
Otak Inc. OR$44.9M · 0.38%
Cascade Energy, Inc. OR$43.3M · 0.01%
Oregon Research Institute OR$42.3M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930928924 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.