Plan Ledger DOL Form 5500 · updated monthly

Protocall Services, Inc.401(k)

PROTOCALL SERVICES, INC. 401(K) RETIREMENT PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.84%

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

Protocall Services, Inc. reported $61,258 in plan administrative expenses for 2024: 0.84% of average plan assets, higher than ~75% of peers. Employer contributions averaged $877 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 3 years on file its reported administrative ratio has held roughly steady near 0.84%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (626th of 1,021), and 6,447th of 11,911 in health care & social assistance. In 2024, employees put in $2.70 for every $1.00 the employer contributed; active participation has grown from 195 to 310 since 2022.

Plan summary
Net assets, end of year$8,001,084
Participants with balances192
Active participants310
Employer contributions$271,721
Employee contributions$734,981
Employer contribution per active participant$877
Average account balance$41,672
Benefits paid to participants$473,855
Plan auditUnmodified (clean) audit opinion
AuditorDELAP LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 192 accts · $272K emplr
2023$6.6M · 167 accts · $210K emplr
2022$5.0M · 157 accts · $185K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,477
Investment management$17,881
Audit (IQPA)$14,400
Total administrative$61,258
The Protocall Services, Inc. 401(k) match · 2024
Employer contribution per active participant$877
Median for plans this size$1,313
2024$877 per active participant
2023$857 per active participant
2022$949 per active participant

Protocall Services, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ASCENSUS LLC · Loan processing · Recordkeeping$25,477
PREISZ ASSOCIATES · Investment advisory (plan)$17,881
DELAP LLP · Accounting / audit$14,400

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$61,258 · 0.84%
2023$54,286 · 0.93%
2022$44,943 · 0.86%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Seran Bioscience, LLC OR$9.0M · 1.10%
Lifeways Inc. OR$8.2M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911829097 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.