Plan Ledger DOL Form 5500 · updated monthly

Space Age Fuel, Inc.401(k)

SPACE AGE FUEL, INC. PROFIT SHARING 401(K) PLAN · CLACKAMAS, OR · plan year 2024

Reported admin expense ratio · 2024
1.05%

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

Space Age Fuel, Inc. reported $59,096 in plan administrative expenses for 2024: 1.05% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,411 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 fell from 1.24% to 1.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Oregon (699th of 1,021), and 3,451st of 5,215 in retail trade. In 2024, the employer put in $1.60 for every $1.00 employees contributed themselves; active participation has grown from 123 to 218 since 2022.

Plan summary
Net assets, end of year$6,178,144
Participants with balances191
Active participants218
Employer contributions$743,607
Employee contributions$463,883
Employer contribution per active participant$3,411
Average account balance$32,346
Benefits paid to participants$930,255
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.2M · 191 accts · $744K emplr
2023$5.1M · 117 accts
2022$4.5M · 126 accts · $583K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,096
Total administrative$59,096
The Space Age Fuel, Inc. 401(k) match · 2024
Employer contribution per active participant$3,411
Median for plans this size$1,313
2024$3,411 per active participant
2022$4,740 per active participant

Space Age Fuel, Inc.'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 · 20243
UBS FINANCIAL SERVICES INCindirect comp
ASCENSUS · Other servicesindirect comp

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

Administrative cost history3
2024$59,096 · 1.05%
2023$31,394 · 0.65%
2022$61,209 · 1.24%
Same employer
Similar plansRetail Trade · Oregon
Sunset Imports Inc. OR$6.8M · 0.08%
Jaj Enterprises, LLC OR$6.7M · 0.58%
Mini Pet Mart, Inc. OR$6.4M · 0.10%
Alphausa Holdings Inc. OR$5.7M · 1.49%
Jbc Limited, LLC OR$5.1M · 0.55%
Nelson Tire, Inc. OR$5.0M · 1.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930806811 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.