Plan Ledger DOL Form 5500 · updated monthly

Plaid Pantries, Inc.401(k)

THE PLAID PANTRY RETIREMENT AND PROFIT SHARING PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Plaid Pantries, Inc. reported $12,202 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $756 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 0.085% to 0.092%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 448th-largest of 1,021 plans among Oregon employers on file, and the 1,986th of 5,215 in retail trade. In 2024, employees put in $1.89 for every $1.00 the employer contributed; active participation has grown from 364 to 451 since 2022.

Plan summary
Net assets, end of year$14,277,548
Participants with balances231
Active participants451
Employer contributions$340,743
Employee contributions$643,953
Employer contribution per active participant$756
Average account balance$61,808
Benefits paid to participants$609,648
Plan auditUnmodified (clean) audit opinion
AuditorPERKINS & COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$14.3M · 231 accts · $341K emplr
2023$12.4M · 240 accts · $333K emplr
2022$10.7M · 257 accts · $363K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,202
Total administrative$12,202
The Plaid Pantries, Inc. 401(k) match · 2024
Employer contribution per active participant$756
Median for plans this size$2,416
2024$756 per active participant
2023$853 per active participant
2022$997 per active participant

Plaid Pantries, 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 · 20242
PRIME RETIREMENT SOLUTIONS LLC · Contract administrator$962

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$12,202 · 0.09%
2023$11,188 · 0.10%
2022$9,727 · 0.09%
Same employer
Similar plansRetail Trade · Oregon
Jkc Automotive, Inc. OR$15.9M · 0.94%
Beaverton Toyota, Inc. OR$15.5M · 0.32%
Tc Chevrolet, Inc. OR$14.7M · 0.11%
Rudy's Markets, Inc. OR$14.2M · 0.01%
Landmark Ford, Inc. OR$13.0M · 0.41%
Weston Buick Gmc, Inc. OR$12.6M · 0.41%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 930516893 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.