Plan Ledger DOL Form 5500 · updated monthly

Rever Grand LLC401(k)

REVER GRAND LLC 401(K) PROFIT SHARING PLAN & TRUST · GRANTS PASS, OR · plan year 2023

Reported admin expense ratio · 2023
2.49%

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

Rever Grand LLC reported $225,827 in plan administrative expenses for 2023: 2.49% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,168 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 1 year on file its reported administrative ratio fell from 2.77% to 2.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is the 484th-largest of 1,021 plans among Oregon employers on file, and the 1,443rd of 3,341 in other services. In 2023, employees put in $1.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,553,129
Participants with balances2,046
Active participants1,988
Employer contributions$2,321,871
Employee contributions$4,225,955
Employer contribution per active participant$1,168
Average account balance$6,135
Benefits paid to participants$1,015,320
Plan auditUnmodified (clean) audit opinion
AuditorDOUGALL CONRADIE LLC
Plan history2
Yearassets · accounts · employer contribution
2023$12.6M · 2,046 accts · $2.3M emplr
2022$5.6M · 1,563 accts · $1.3M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$225,827
Total administrative$225,827
The Rever Grand LLC 401(k) match · 2023
Employer contribution per active participant$1,168
Median for plans this size$1,308
2023$1,168 per active participant
2022$879 per active participant

Rever Grand LLC's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PCS RETIREMENT LLC · Contract administrator · Pension consulting$166,908
UBS FINANCIAL SERVICES INC · Investment management$58,919

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

Administrative cost history2
2023$225,827 · 2.49%
2022$114,376 · 2.77%
Same employer
Similar plansOther Services · Oregon
Relay Resources OR$14.7M · 0.37%
Rogue Community Health OR$13.1M · 0.09%
Self Enhancement, Inc. OR$6.4M · 1.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813727606 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.