Plan Ledger DOL Form 5500 · updated monthly

Stumptown Coffee Corporation401(k)

STUMPTOWN COFFEE 401(K) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Stumptown Coffee Corporation reported $41,951 in plan administrative expenses for 2024: 0.50% of average plan assets, below the peer median. Employer contributions averaged $1,712 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 3 years on file its reported administrative ratio has held roughly steady near 0.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Oregon (589th of 1,021), and 9,232nd of 13,661 in manufacturing. In 2024, employees put in $2.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,994,262
Participants with balances187
Active participants222
Employer contributions$380,058
Employee contributions$809,839
Employer contribution per active participant$1,712
Average account balance$48,098
Benefits paid to participants$1,303,503
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.0M · 187 accts · $380K emplr
2023$7.8M · 186 accts · $370K emplr
2022$5.4M · 182 accts · $356K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,951
Total administrative$41,951
The Stumptown Coffee Corporation 401(k) match · 2024
Employer contribution per active participant$1,712
Median for plans this size$1,313
2024$1,712 per active participant
2023$1,652 per active participant
2022$1,738 per active participant

Stumptown Coffee Corporation's 2024 employer contribution ran above the $1,313 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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$41,951

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$41,951 · 0.50%
2023$31,685 · 0.48%
2022$27,907 · 0.48%
Same employer
Similar plansManufacturing · Oregon
Met One Instruments, Inc. OR$9.7M · 0.36%
Van's Aircraft, Inc. OR$9.4M · 0.19%
Scenic Fruit Company OR$9.2M · 0.51%
Bullseye Glass Co. OR$9.0M · 0.42%
Journal Graphics, Inc. OR$8.9M · 0.09%
Epic Aircraft LLC OR$8.9M · 0.57%
Richardson Sports Inc. OR$8.9M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 451765633 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.