Plan Ledger DOL Form 5500 · updated monthly

Scott Edwards Architecture, LLP401(k)

SCOTT EDWARDS ARCHITECTURE 401(K) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Scott Edwards Architecture, LLP reported $2,815 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,143 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 0.027% to 0.030%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Oregon (581st of 1,021), and 8,238th of 11,654 in professional & technical services. In 2024, employees put in $2.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,255,201
Participants with balances95
Active participants85
Employer contributions$267,186
Employee contributions$638,924
Employer contribution per active participant$3,143
Average account balance$97,423
Benefits paid to participants$2,252,861
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$9.3M · 95 accts · $267K emplr
2023$9.3M · 105 accts · $301K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,815
Total administrative$2,815
The Scott Edwards Architecture, LLP 401(k) match · 2024
Employer contribution per active participant$3,143
Median for plans this size$1,313
2024$3,143 per active participant
2023$3,624 per active participant

Scott Edwards Architecture, LLP's 2024 employer contribution ran above the $1,313 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
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$1,117
BOLINGER SOLUTIONS LLC · Consultingindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$2,815 · 0.03%
2023$2,207 · 0.03%
Similar plansProfessional & Technical Services · Oregon
Oregon Law Center OR$10.9M · 0.02%
Convergence Networks, Inc. OR$10.5M · 0.45%
Cayuse LLC OR$10.4M · 0.41%
Hawksoft, Inc. OR$10.2M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931255267 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.