Plan Ledger DOL Form 5500 · updated monthly

Shari's Management Corporation401(k)

SHARI'S MANAGEMENT 401(K) RETIREMENT PLAN · BEAVERTON, OR · plan year 2022

Reported admin expense ratio · 2022
0.36%

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

Shari's Management Corporation reported $50,106 in plan administrative expenses for 2022: 0.36% of average plan assets, above 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 489th-largest of 1,021 plans among Oregon employers on file, and the 485th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$12,212,780
Participants with balances491
Active participants2,098
Employer contributions$0
Employee contributions$775,788
Employer contribution per active participant$0
Average account balance$24,873
Benefits paid to participants$1,729,909
Plan auditUnmodified (clean) audit opinion
AuditorSUTTON FROST CARY LLP
The Shari's Management Corporation 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$2,266

Shari's Management Corporation's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$50,106 · 0.36%
Same employer
Similar plansAccommodation & Food Services · Oregon
Dutch Mafia, LLC OR$29.3M · 0.20%
Osf International, Inc. OR$20.7M · 0.63%
Baney Corporation OR$18.6M · 0.55%
R.L.K. and Company OR$13.8M · 0.48%
Team Jck, LLC OR$9.2M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931263136 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.