Plan Ledger DOL Form 5500 · updated monthly

Reser's Fine Foods, Inc.401(k)

RESER'S FINE FOODS INC, 401(K) PLAN · BEAVERTON, OR · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Reser's Fine Foods, Inc. reported $325,139 in plan administrative expenses for 2024: 0.23% of average plan assets, above the peer median. Employer contributions averaged $804 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 3 years on file its reported administrative ratio has held roughly steady near 0.23%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 76th-largest of 1,021 plans among Oregon employers on file, and the 1,388th of 13,661 in manufacturing. In 2024, employees put in $2.66 for every $1.00 the employer contributed; active participation has grown from 3,226 to 4,604 since 2022.

Plan summary
Net assets, end of year$154,751,074
Participants with balances4,197
Active participants4,604
Employer contributions$3,699,713
Employee contributions$9,829,747
Employer contribution per active participant$804
Average account balance$36,872
Benefits paid to participants$9,611,990
Plan auditUnmodified (clean) audit opinion
AuditorPERKINS AND COMPANY,P.C
Plan history3
Yearassets · accounts · employer contribution
2024$154.8M · 4,197 accts · $3.7M emplr
2023$132.0M · 3,762 accts · $3.2M emplr
2022$112.1M · 3,478 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$268,506
Investment management$56,633
Total administrative$325,139
The Reser's Fine Foods, Inc. 401(k) match · 2024
Employer contribution per active participant$804
Median for plans this size$3,635
2024$804 per active participant
2023$961 per active participant
2022$834 per active participant

Reser's Fine Foods, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20243
SELLWOOD CONSULTING LLC · Investment advisory (plan)$46,710
ADVISED ASSETS GROUP, LLC · Investment management$9,923

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$325,139 · 0.23%
2023$292,476 · 0.24%
2022$295,831 · 0.24%
Same employer
Similar plansManufacturing · Oregon
Siltronic Corporation OR$161.8M · 0.06%
Leupold & Stevens, Inc. OR$147.1M · 0.11%
United States Bakery OR$106.9M · 0.20%
Stimson Lumber Company OR$99.5M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930476628 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.