Plan Ledger DOL Form 5500 · updated monthly

Shangri-La 401(K) Plan401(k)

SHANGRI-LA CORPORATION 401(K) PLAN · SALEM, OR · plan year 2023

Reported admin expense ratio · 2023
1.49%

Shangri-La 401(K) Plan reported $9,238 in plan administrative expenses for 2023: 1.49% of average plan assets, above the peer median. 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 1.04% to 1.49%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (967th of 1,021), and 11,022nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$859,007
Participants with balances246
Active participants240
Employer contributions—
Employee contributions$441,039
Employer contribution per active participant—
Average account balance$3,492
Benefits paid to participants$62,734
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$859K · 246 accts
2022$378K · 199 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$9,238
Total administrative$9,238
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024Not separately reported
2023$9,238 · 1.49%
2022$3,934 · 1.04%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Cassiel Inc OR$1.1M · 1.64%
Camp Fire Columbia OR$1.1M · 2.20%
Neighborhood House, Inc. OR$857K · 1.05%
Tenfold Senior Living LLC OR$641K · 2.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930509414 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.