Plan Ledger DOL Form 5500 · updated monthly

R.L.K. and Company401(k)

TIMBERLINE LODGE EMPLOYEE SAVINGS AND PROTECTION PLAN · GOVERNMENT CAMP, OR · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

R.L.K. and Company reported $62,749 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $230 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 0.51% to 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 461st-largest of 1,021 plans among Oregon employers on file, and the 440th of 2,240 in accommodation & food services. In 2024, employees put in $2.09 for every $1.00 the employer contributed; active participation has grown from 228 to 1,066 since 2022.

Plan summary
Net assets, end of year$13,795,813
Participants with balances154
Active participants1,066
Employer contributions$245,174
Employee contributions$512,357
Employer contribution per active participant$230
Average account balance$89,583
Benefits paid to participants$928,563
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.8M · 154 accts · $245K emplr
2023$12.3M · 153 accts · $242K emplr
2022$10.6M · 156 accts · $221K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,429
Investment management$35,320
Total administrative$62,749
The R.L.K. and Company 401(k) match · 2024
Employer contribution per active participant$230
Median for plans this size$2,416
2024$230 per active participant
2023$860 per active participant
2022$970 per active participant

R.L.K. and Company'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 · 20242
PHILLIPS & COMPANY SECURITIES INC · Investment advisory (plan)$31,496
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$27,429

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$62,749 · 0.48%
2023$56,644 · 0.49%
2022$58,414 · 0.51%
Same employer
Similar plansAccommodation & Food Services · Oregon
McMenamins, Inc. OR$40.6M · 0.39%
Dutch Mafia, LLC OR$29.3M · 0.20%
Osf International, Inc. OR$20.7M · 0.63%
Baney Corporation OR$18.6M · 0.55%
Team Jck, LLC OR$9.2M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930441340 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.