Plan Ledger DOL Form 5500 · updated monthly

Stahlbush Island Farms, Inc.401(k)

STAHLBUSH ISLAND FARMS, INC. 401(K) AND PROFIT SHARING PLAN · CORVALLIS, OR · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Stahlbush Island Farms, Inc. reported $7,308 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $536 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 0.23% to 0.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Oregon (675th of 1,021), and 567th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.50 for every $1.00 the employer contributed; active participation has shrunk from 523 to 390 since 2022.

Plan summary
Net assets, end of year$6,730,525
Participants with balances102
Active participants390
Employer contributions$208,995
Employee contributions$313,668
Employer contribution per active participant$536
Average account balance$65,986
Benefits paid to participants$207,257
Plan auditUnmodified (clean) audit opinion
AuditorALDRICH CPAS ADVISORS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 102 accts · $209K emplr
2023$5.5M · 103 accts · $197K emplr
2022$5.0M · 106 accts · $210K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,308
Total administrative$7,308
The Stahlbush Island Farms, Inc. 401(k) match · 2024
Employer contribution per active participant$536
Median for plans this size$1,313
2024$536 per active participant
2023$433 per active participant
2022$401 per active participant

Stahlbush Island Farms, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
NWPS · Contract administrator · Recordkeeping$7,308

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

Recordkeeper by year2
2024NWPS
2023NWPS

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Administrative cost history3
2024$7,308 · 0.12%
2023$10,142 · 0.19%
2022$11,969 · 0.23%
Same employer
Similar plansAgriculture, Forestry & Fishing · Oregon
Summitt Enterprises Inc OR$11.6M · 0.01%
Grayback Forestry, Inc. OR$8.8M · 0.97%
Croman Corporation OR$8.4M · 0.90%
Kraemer's Nursery, Inc. OR$8.2M · 0.50%
George Packing Co Inc OR$5.9M · 0.57%
Eshraghi Nurseries, LLC OR$3.7M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931031739 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.