Plan Ledger DOL Form 5500 · updated monthly

Pwcc Marketplace401(k)

PWCC 401(K) PROFIT SHARING PLAN · TIGARD, OR · plan year 2023

Reported admin expense ratio · 2023
1.06%

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

Pwcc Marketplace reported $28,288 in plan administrative expenses for 2023: 1.06% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,964 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 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Oregon (855th of 1,021), and 3,931st of 4,246 in wholesale trade. In 2023, employees put in $1.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,002,052
Participants with balances184
Active participants113
Employer contributions$447,924
Employee contributions$841,620
Employer contribution per active participant$3,964
Average account balance$16,316
Benefits paid to participants$1,088,320
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$0
2023$3.0M · 184 accts · $448K emplr
The Pwcc Marketplace 401(k) match · 2023
Employer contribution per active participant$3,964
Median for plans this size$1,308

Pwcc Marketplace's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$24,288
CREATIVE RETIREMENT SYSTEMS, INC. · Contract administrator · Other services$4,000
WELLS FARGO CLEARING SVS (WF ADVS) · Investment advisory (plan)indirect comp

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

Administrative cost history2
2024Not separately reported
2023$28,288 · 1.06%
Similar plansWholesale Trade · Oregon
Truax Corporation OR$5.1M · 0.22%
Spada Properties, Inc. OR$4.1M · 0.49%
Synergy Medical Systems OR$3.2M · 0.47%
Gear Up Sports, Inc. OR$2.5M · 0.55%
Dakavia Management Corp. OR$1.5M · 0.51%
Duckwall-Pooley Fruit Co. OR$1.2M · 0.69%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 461597401 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.