Plan Ledger DOL Form 5500 · updated monthly

States Industries, LLC401(k)

STATES INDUSTRIES, LLC 401(K) PLAN AND TRUST · EUGENE, OR · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

States Industries, LLC reported $58,700 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $1,420 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 0.42% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 397th-largest of 1,021 plans among Oregon employers on file, and the 6,560th of 13,661 in manufacturing. In 2024, employees put in $3.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,048,198
Participants with balances367
Active participants310
Employer contributions$440,128
Employee contributions$1,378,507
Employer contribution per active participant$1,420
Average account balance$46,453
Benefits paid to participants$2,062,247
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.0M · 367 accts · $440K emplr
2023$15.6M · 330 accts · $357K emplr
2022$13.4M · 353 accts · $438K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,635
Investment management$38,065
Total administrative$58,700
The States Industries, LLC 401(k) match · 2024
Employer contribution per active participant$1,420
Median for plans this size$2,416
2024$1,420 per active participant
2023$1,265 per active participant
2022$1,458 per active participant

States Industries, LLC's 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20242
CREATIVE PLANNING LLC · Investment advisory (plan)$38,065
JPMORGAN INVEST HOLDINGS LLC$20,635

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$58,700 · 0.36%
2023$58,298 · 0.40%
2022$61,203 · 0.42%
Same employer
Similar plansManufacturing · Oregon
Yakima Products, Inc. OR$19.2M · 0.33%
East West Tea Company, LLC OR$17.9M · 0.39%
Nosler, Inc. OR$16.4M · 0.47%
Pep Printing, Inc. OR$16.2M · 0.52%
Apcon, Inc. OR$16.2M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273216331 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.