Plan Ledger DOL Form 5500 · updated monthly

Sera Architects, Inc.ESOP

SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · PORTLAND, OR · plan year 2022

Reported admin expense ratio · 2022
0.02%

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

Sera Architects, Inc. reported $5,504 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,257 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 2 years on file its reported administrative ratio rose from 0.02% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 345th-largest of 1,021 plans among Oregon employers on file, and the 5,183rd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$22,079,767
Participants with balances229
Active participants176
Employer contributions$1,453,273
Employee contributions—
Employer contribution per active participant$8,257
Average account balance$96,418
Benefits paid to participants$1,311,803
Plan auditUnmodified (clean) audit opinion
AuditorGEFFEN MESHER AND COMPANY P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$10.5M · 219 accts
2023$13.7M · 213 accts · $2K emplr
2022$22.1M · 229 accts · $1.5M emplr
Administrative expenses, itemized · 2022
Investment management$3,030
Total administrative$5,504
Employer contributions to the Sera Architects, Inc. plan · 2022
Employer contribution per active participant$8,257
Median for plans this size$2,266
2023$17 per active participant
2022$8,257 per active participant

Sera Architects, Inc.'s 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$3,174 · 0.03%
2023$5,235 · 0.03%
2022$5,504 · 0.02%
All plans at this employer2
SERA ARCHITECTS, INC. PROFIT SHARING PLAN401(k)
SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansProfessional & Technical Services · Oregon
Exterro, Inc. OR$26.1M · 0.37%
Logical Position LLC OR$24.2M · 0.59%
Propeller, Inc. OR$22.5M · 0.17%
Lrs Architects, Inc. OR$21.0M · 0.20%
Opensesame, Inc. OR$20.7M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930723380 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.