Plan Ledger DOL Form 5500 · updated monthly

Roseburg Therapy LLC401(k)

ROSEBURG THERAPY LLC 401(K) PLAN · ROSEBURG, OR · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Roseburg Therapy LLC reported $1,726 in plan administrative expenses for 2024: 0.17% of average plan assets, lower than ~75% of peers. Employer contributions averaged $595 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 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (935th of 1,021), and 10,569th of 11,911 in health care & social assistance. In 2024, employees put in $3.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,381,954
Participants with balances204
Active participants167
Employer contributions$99,333
Employee contributions$385,709
Employer contribution per active participant$595
Average account balance$6,774
Benefits paid to participants$19,647
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$984
Investment management$742
Total administrative$1,726
The Roseburg Therapy LLC 401(k) match · 2024
Employer contribution per active participant$595
Median for plans this size$540

Roseburg Therapy LLC's 2024 employer contribution ran above the $540 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.

Administrative cost history1
2024$1,726 · 0.17%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Garten Services, Inc. OR$1.7M · 0.37%
Do Good Multnomah OR$1.3M · 1.64%
Edwards Center, Inc. OR$1.2M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 824004485 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.