Plan Ledger DOL Form 5500 · updated monthly

Straub Collaborative Inc.401(k)

STRAUB COLLABORATIVE INC. 401(K) PROFIT SHARING PLAN AND TRUST · PORTLAND, OR · plan year 2022

Reported admin expense ratio · 2022
0.49%

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

Straub Collaborative Inc. reported $18,433 in plan administrative expenses for 2022: 0.49% of average plan assets, above the peer median. Employer contributions averaged $2,051 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Oregon (829th of 1,021), and 10,365th of 11,654 in professional & technical services. In 2022, employees put in $2.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,470,466
Participants with balances97
Active participants81
Employer contributions$166,114
Employee contributions$348,139
Employer contribution per active participant$2,051
Average account balance$35,778
Benefits paid to participants$536,141
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$57
Total administrative$18,433
The Straub Collaborative Inc. 401(k) match · 2022
Employer contribution per active participant$2,051
Median for plans this size$1,114

Straub Collaborative Inc.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$18,433 · 0.49%
Similar plansProfessional & Technical Services · Oregon
Oregon Tilth, Inc. OR$4.1M · 0.06%
Brandlive, Inc. OR$4.1M · 0.50%
Bamboo Technologies, Inc. OR$3.1M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931103543 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.