Plan Ledger DOL Form 5500 · updated monthly

Scenic Fruit Company401(k)

SCENIC FRUIT COMPANY 401K PROFIT SHARING PLAN · GRESHAM, OR · plan year 2025

Reported admin expense ratio · 2025
0.51%

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

Scenic Fruit Company reported $43,273 in plan administrative expenses for 2025: 0.51% of average plan assets, below the peer median. Employer contributions averaged $0 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 rose from 0.41% to 0.51%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Oregon (583rd of 1,021), and 9,125th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$9,245,503
Participants with balances128
Active participants176
Employer contributions$0
Employee contributions$546,680
Employer contribution per active participant$0
Average account balance$72,230
Benefits paid to participants$398,465
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history2
Yearassets · accounts · employer contribution
2025$9.2M · 128 accts
2024$7.8M · 129 accts · $275K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$43,273
Total administrative$43,273
The Scenic Fruit Company 401(k) match · 2025
Employer contribution per active participant$0
Median for plans this size$1,464

Scenic Fruit Company's 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
MERRILL LYNCH PIERCE FENNER · Investment advisory (plan)$23,659
INDEPENDENT RETIREMENT CONSULTING L · Contract administrator$6,366
EMPOWER ADVISORY GROUP, LLC · Investment management$3,499

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

Administrative cost history2
2025$43,273 · 0.51%
2024$28,337 · 0.41%
Same employer
Similar plansManufacturing · Oregon
Met One Instruments, Inc. OR$9.7M · 0.36%
Van's Aircraft, Inc. OR$9.4M · 0.19%
Bullseye Glass Co. OR$9.0M · 0.42%
Journal Graphics, Inc. OR$8.9M · 0.09%
Epic Aircraft LLC OR$8.9M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930461147 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.