Plan Ledger DOL Form 5500 · updated monthly

Stimson Lumber Company401(k)

STIMSON LUMBER COMPANY 401(K) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Stimson Lumber Company reported $80,133 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $6,212 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 rose from 0.05% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 104th-largest of 1,021 plans among Oregon employers on file, and the 1,922nd of 13,661 in manufacturing. In 2024, employees put in $1.13 for every $1.00 the employer contributed; active participation has shrunk from 563 to 499 since 2022.

Plan summary
Net assets, end of year$99,539,512
Participants with balances735
Active participants499
Employer contributions$3,099,850
Employee contributions$3,514,574
Employer contribution per active participant$6,212
Average account balance$135,428
Benefits paid to participants$15,078,672
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$99.5M · 735 accts · $3.1M emplr
2023$93.8M · 726 accts · $3.1M emplr
2022$85.3M · 788 accts · $3.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,515
Investment management$24,618
Total administrative$80,133
The Stimson Lumber Company 401(k) match · 2024
Employer contribution per active participant$6,212
Median for plans this size$3,635
2024$6,212 per active participant
2023$6,101 per active participant
2022$5,864 per active participant

Stimson Lumber Company's 2024 employer contribution ran above the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$55,515
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$24,618

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$80,133 · 0.08%
2023$85,800 · 0.10%
2022$43,908 · 0.05%
Same employer
Similar plansManufacturing · Oregon
Reser's Fine Foods, Inc. OR$154.8M · 0.23%
Leupold & Stevens, Inc. OR$147.1M · 0.11%
United States Bakery OR$106.9M · 0.20%
Datalogic USA, Inc. OR$94.3M · 0.29%
Vigor Industrial LLC OR$74.4M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930290630 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.