Plan Ledger DOL Form 5500 · updated monthly

Portco Corporation401(k)

PORTCO CORPORATION 401(K) PROFIT SHARING PLAN · WOODLAND, WA · plan year 2022

Reported admin expense ratio · 2022
0.22%

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

Portco Corporation reported $9,064 in plan administrative expenses for 2022: 0.22% of average plan assets, below the peer median. Employer contributions averaged $1,485 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Washington (1,425th of 1,714), and 11,749th of 13,661 in manufacturing. In 2022, employees put in $1.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,985,368
Participants with balances78
Active participants131
Employer contributions$194,506
Employee contributions$314,068
Employer contribution per active participant$1,485
Average account balance$51,094
Benefits paid to participants$115,908
Plan auditUnmodified (clean) audit opinion
AuditorGEFFEN MESHER & COMPANY, PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$25
Investment management$8,064
Total administrative$9,064
The Portco Corporation 401(k) match · 2022
Employer contribution per active participant$1,485
Median for plans this size$1,114

Portco Corporation's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$9,064 · 0.22%
Same employer
Similar plansManufacturing · Washington
Cobalt Enterprises, LLC WA$4.3M · 0.11%
Napsteel, Inc. WA$4.3M · 0.71%
Creo Industrial Arts, LLC WA$4.2M · 0.71%
Piller Aimmco, Inc. WA$4.1M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910363080 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.