Plan Ledger DOL Form 5500 · updated monthly

Portland French LTD.401(k)

YOUR DOUGH PROFIT SHARING PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Portland French LTD. reported $336 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.10% to 0.00%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 459th-largest of 1,021 plans among Oregon employers on file, and 2,475th of 4,246 in wholesale trade. active participation has grown from 104 to 139 since 2022.

Plan summary
Net assets, end of year$13,957,720
Participants with balances120
Active participants139
Employer contributions$0
Employee contributions$228,663
Employer contribution per active participant$0
Average account balance$116,314
Benefits paid to participants$1,057,519
Plan auditUnmodified (clean) audit opinion
AuditorVERITY ACCOUNTANCY PC
Plan history3
Yearassets · accounts · employer contribution
2024$14.0M · 120 accts
2023$13.4M · 123 accts · $378K emplr
2022$12.4M · 123 accts · $358K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$336
Total administrative$336
The Portland French LTD. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416
2023$3,632 per active participant
2022$3,445 per active participant

Portland French LTD.'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 · 20243
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Participant communication$336
ONEDIGITAL INVESTMENT ADVSRS · Consultingindirect comp
ALERA GROUP INC · Consultingindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$336 · 0.00%
2023$360 · 0.00%
2022$12,831 · 0.10%
Same employer
Similar plansWholesale Trade · Oregon
Houstons, Inc. OR$16.7M · 0.10%
McDonald Wholesale Co. OR$16.3M · 0.46%
Mitchell Lewis & Staver Co. OR$12.2M · 0.62%
Andretti Group OR$11.2M · 0.70%
Triad Machinery, Inc. OR$10.9M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930887968 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.