Plan Ledger DOL Form 5500 · updated monthly

Reach Community Development, Inc.401(k)

REACH COMMUNITY DEVELOPMENT, INC. 401(K) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Reach Community Development, Inc. reported $3,527 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,987 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 rose from 0.06% to 0.09%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Oregon (801st of 1,021), and 1,620th of 2,096 in real estate & leasing. In 2024, employees put in $1.98 for every $1.00 the employer contributed; active participation has grown from 95 to 110 since 2022.

Plan summary
Net assets, end of year$4,113,532
Participants with balances153
Active participants110
Employer contributions$218,611
Employee contributions$432,493
Employer contribution per active participant$1,987
Average account balance$26,886
Benefits paid to participants$1,153,573
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.1M · 153 accts · $219K emplr
2023$4.1M · 147 accts · $214K emplr
2022$3.9M · 132 accts · $175K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,527
Total administrative$3,527
The Reach Community Development, Inc. 401(k) match · 2024
Employer contribution per active participant$1,987
Median for plans this size$1,313
2024$1,987 per active participant
2023$2,016 per active participant
2022$1,845 per active participant

Reach Community Development, Inc.'s 2024 employer contribution ran above 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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$3,527

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$3,527 · 0.09%
2023$2,539 · 0.06%
2022$2,209 · 0.06%
Same employer
Similar plansReal Estate & Leasing · Oregon
Guardian Management LLC OR$7.1M · 0.84%
Cascade Management Inc OR$3.0M · 1.12%
Nfn Investments, LLC OR$3.0M · 1.21%
Human Solutions, Inc. OR$2.5M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930813981 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.