Plan Ledger DOL Form 5500 · updated monthly

Puget Consumers Co-Op dba Pcc Community Markets401(k)

PUGET CONSUMERS' CO-OP NON-UNION EMPLOYEES' 401(K) RETIREMENT PLAN & TRUST · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Puget Consumers Co-Op dba Pcc Community Markets reported $51,135 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $5,733 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 0.22% to 0.19%. 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 537th-largest of 1,714 plans among Washington employers on file, and the 1,058th of 5,215 in retail trade. In 2024, employees put in $1.17 for every $1.00 the employer contributed; active participation has grown from 190 to 216 since 2022.

Plan summary
Net assets, end of year$29,473,167
Participants with balances275
Active participants216
Employer contributions$1,238,310
Employee contributions$1,443,417
Employer contribution per active participant$5,733
Average account balance$107,175
Benefits paid to participants$2,182,123
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.5M · 275 accts · $1.2M emplr
2023$25.3M · 265 accts · $1.3M emplr
2022$21.1M · 263 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,451
Investment management$1,684
Total administrative$51,135
The Puget Consumers Co-Op dba Pcc Community Markets 401(k) match · 2024
Employer contribution per active participant$5,733
Median for plans this size$2,416
2024$5,733 per active participant
2023$6,757 per active participant
2022$6,062 per active participant

Puget Consumers Co-Op dba Pcc Community Markets's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$49,451

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$51,135 · 0.19%
2023$47,979 · 0.21%
2022$52,847 · 0.22%
All plans at this employer2
PUGET CONSUMERS' CO-OP UNION EMPLOYEES' 401(K) RETIREMENT PLAN & TRUST401(k)
PUGET CONSUMERS' CO-OP NON-UNION EMPLOYEES' 401(K) RETIREMENT PLAN & TRUST401(k)
Same employer
Similar plansRetail Trade · Washington
Uwajimaya, Inc. WA$36.4M · 0.21%
Haselwood Auto Group WA$31.4M · 0.66%
Wilson Oil, Inc. WA$30.4M · 0.43%
Dunn Lumber Co., Inc. WA$29.9M · 0.51%
Baffetto, Inc. WA$26.9M · 0.14%
Hi-School Pharmacy, Inc. WA$26.1M · 0.67%
Albert Lee, Inc. WA$26.0M · 0.24%
Car Toys, Inc. WA$25.6M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 916031913 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.