Plan Ledger DOL Form 5500 · updated monthly

Port Blakely Tree Farms Limited Partnership401(k)

PORT BLAKELY 401(K) PROFIT SHARING PLAN AND TRUST · SEATTLE, WA · plan year 2022

Reported admin expense ratio · 2022
0.26%

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

Port Blakely Tree Farms Limited Partnership reported $73,740 in plan administrative expenses for 2022: 0.26% of average plan assets, below the peer median. Employer contributions averaged $17,247 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other other services employers. By assets it is the 600th-largest of 1,714 plans among Washington employers on file, and the 873rd of 3,341 in other services. In 2022, the employer put in $1.28 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$24,952,288
Participants with balances89
Active participants47
Employer contributions$810,625
Employee contributions$632,220
Employer contribution per active participant$17,247
Average account balance$280,363
Benefits paid to participants$4,245,106
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$16,189
Investment management$47,500
Total administrative$73,740
The Port Blakely Tree Farms Limited Partnership 401(k) match · 2022
Employer contribution per active participant$17,247
Median for plans this size$2,266

Port Blakely Tree Farms Limited Partnership's 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$73,740 · 0.26%
Similar plansOther Services · Washington
Pacific Power Group, LLC WA$31.0M · 0.28%
Committee for Children WA$24.2M · 0.01%
Seattle Foundation WA$16.0M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911289012 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.