Plan Ledger DOL Form 5500 · updated monthly

Raleigh Hills Management LLC401(k)

RALEIGH HILLS MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST · PORTLAND, OR · plan year 2022

Reported admin expense ratio · 2022
3.08%

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

Raleigh Hills Management LLC reported $10,633 in plan administrative expenses for 2022: 3.08% of average plan assets, higher than ~90% of peers. Employer contributions averaged $201 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Oregon (996th of 1,021), and 3,227th of 3,341 in other services. In 2022, employees put in $2.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$302,506
Participants with balances61
Active participants70
Employer contributions$14,058
Employee contributions$41,268
Employer contribution per active participant$201
Average account balance$4,959
Benefits paid to participants$56,201
Plan auditUnmodified (clean) audit opinion
AuditorDOUGALL CONRADIE LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$9,219
Investment management$1,414
Total administrative$10,633
The Raleigh Hills Management LLC 401(k) match · 2022
Employer contribution per active participant$201
Median for plans this size$331

Raleigh Hills Management LLC's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$10,633 · 3.08%
Similar plansOther Services · Oregon
First Response, Inc. OR$700K · 0.02%
Dabella Exteriors LLC OR$534K · 3.04%
Joieful Connections LLC OR$505K · 2.17%
Caring for the Coast LLC OR$233K · 2.92%
Westside Drywall Inc OR$85K · 2.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205297130 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.