Plan Ledger DOL Form 5500 · updated monthly

Sause Bros., Inc.401(k)

SAUSE BROS. RETIREMENT PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Sause Bros., Inc. reported $44,243 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $4,710 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 0.124%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 243rd-largest of 1,021 plans among Oregon employers on file, and the 483rd of 2,677 in transportation & warehousing. In 2024, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$36,169,622
Participants with balances206
Active participants177
Employer contributions$833,703
Employee contributions$1,506,599
Employer contribution per active participant$4,710
Average account balance$175,581
Benefits paid to participants$5,176,892
Plan auditUnmodified (clean) audit opinion
AuditorDELAP LLP
Plan history3
Yearassets · accounts · employer contribution
2024$36.2M · 206 accts · $834K emplr
2023$35.2M · 206 accts · $792K emplr
2022$31.1M · 210 accts · $725K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,243
Total administrative$44,243
The Sause Bros., Inc. 401(k) match · 2024
Employer contribution per active participant$4,710
Median for plans this size$2,416
2024$4,710 per active participant
2023$4,477 per active participant
2022$4,191 per active participant

Sause Bros., 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$44,242
PRIME PENSIONS NORTHWEST, LLC · Other servicesindirect comp

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$44,243 · 0.12%
2023$40,826 · 0.12%
2022$41,749 · 0.12%
Same employer
Similar plansTransportation & Warehousing · Oregon
Xpo Logistics, Inc. OR$715.3M · 0.13%
Columbia Helicopters, Inc. OR$89.0M · 0.07%
Erickson Incorporated OR$67.5M · 0.20%
Magnate Holdings, LLC OR$34.9M · 0.47%
May Trucking Company OR$25.1M · 0.18%
Omega Morgan Holdings Inc. OR$20.6M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931258785 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.