Plan Ledger DOL Form 5500 · updated monthly

Perlo Construction Group, LLC401(k)

PERLO CONSTRUCTION GROUP RETIREMENT PLAN · TUALATIN, OR · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Perlo Construction Group, LLC reported $94,238 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $16,954 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 0.32% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 246th-largest of 1,021 plans among Oregon employers on file, and the 1,347th of 5,337 in construction. In 2024, the employer put in $2.25 for every $1.00 employees contributed themselves; active participation has grown from 94 to 110 since 2022.

Plan summary
Net assets, end of year$35,956,737
Participants with balances137
Active participants110
Employer contributions$1,864,964
Employee contributions$828,096
Employer contribution per active participant$16,954
Average account balance$262,458
Benefits paid to participants$1,909,496
Plan auditUnmodified (clean) audit opinion
AuditorHOFFMAN STEWART & SCHMIDT
Plan history3
Yearassets · accounts · employer contribution
2024$36.0M · 137 accts · $1.9M emplr
2023$31.3M · 123 accts · $1.6M emplr
2022$25.8M · 128 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$91,238
Total administrative$94,238
The Perlo Construction Group, LLC 401(k) match · 2024
Employer contribution per active participant$16,954
Median for plans this size$2,416
2024$16,954 per active participant
2023$16,591 per active participant
2022$17,127 per active participant

Perlo Construction Group, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20243
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$1,568
RBC CAPITAL MARKETS, LLC · Pension consulting · Investment advisory (participants)$41,163
PENSION PLAN SPECIALISTS, PC · Pension consulting$19,204

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$94,238 · 0.28%
2023$90,108 · 0.32%
2022$85,643 · 0.32%
Similar plansConstruction · Oregon
Ec Company OR$42.7M
Mei Rigging & Crating, LLC OR$37.9M · 0.45%
Hayden Homes, LLC OR$36.4M · 0.16%
R&H Construction Co. OR$32.3M · 0.35%
Pinnacle Exhibits, Inc. OR$30.5M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931295790 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.