Plan Ledger DOL Form 5500 · updated monthly

Reid Middleton Inc401(k)

REID MIDDLETON, INC. 401(K) RETIREMENT PLAN · EVERETT, WA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Reid Middleton Inc reported $14,125 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,630 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 0.00% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 462nd-largest of 1,714 plans among Washington employers on file, and the 3,683rd of 11,654 in professional & technical services. In 2024, employees put in $1.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,014,443
Participants with balances145
Active participants81
Employer contributions$699,043
Employee contributions$1,085,127
Employer contribution per active participant$8,630
Average account balance$241,479
Benefits paid to participants$616,123
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.0M · 145 accts · $699K emplr
2023$28.5M · 137 accts · $612K emplr
2022$23.4M · 139 accts · $429K emplr
The Reid Middleton Inc 401(k) match · 2024
Employer contribution per active participant$8,630
Median for plans this size$2,416
2024$8,630 per active participant
2023$8,497 per active participant
2022$5,647 per active participant

Reid Middleton Inc'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 · 20243
T. ROWE PRICE RPS, INC · Recordkeeping · Trustee$14,125
BARON FUNDS · Investment managementindirect comp
JPMORGAN LARGE CAP GROWTH R6 · Investment managementindirect comp

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$14,125 · 0.04%
2023$10,285 · 0.04%
2022$650 · 0.00%
Similar plansProfessional & Technical Services · Washington
Porch WA$37.9M · 0.37%
Cowi North America, Inc. WA$36.8M · 0.16%
Omeros Corporation WA$35.4M · 0.00%
Inspirage, LLC WA$34.7M · 0.01%
Beyondsoft Consulting, Inc. WA$34.4M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910714387 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.