Plan Ledger DOL Form 5500 · updated monthly

Seasons Management LLC401(k)

SEASONS MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST · LAKE OSWEGO, OR · plan year 2022

Reported admin expense ratio · 2022
2.70%

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

Seasons Management LLC reported $24,401 in plan administrative expenses for 2022: 2.70% of average plan assets, higher than ~75% of peers. Employer contributions averaged $204 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 4,041 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Oregon (979th of 1,021), and 11,358th of 11,654 in professional & technical services. In 2022, employees put in $2.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$685,103
Participants with balances76
Active participants334
Employer contributions$68,009
Employee contributions$175,111
Employer contribution per active participant$204
Average account balance$9,015
Benefits paid to participants$561,264
Plan auditUnmodified (clean) audit opinion
AuditorKBF CPAS LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$19,429
Investment management$4,972
Total administrative$24,401
The Seasons Management LLC 401(k) match · 2022
Employer contribution per active participant$204
Median for plans this size$331

Seasons Management LLC's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$24,401 · 2.70%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 931271977 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.