Plan Ledger DOL Form 5500 · updated monthly

The Native American RehabilitaDC plan

NARA 401(K) SAVINGS PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

The Native American Rehabilita reported $3,069 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,598 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 0.04% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (559th of 1,021), and the 5,671st of 11,911 in health care & social assistance. In 2024, employees put in $1.85 for every $1.00 the employer contributed; active participation has grown from 228 to 343 since 2022.

Plan summary
Net assets, end of year$10,063,173
Participants with balances363
Active participants343
Employer contributions$548,027
Employee contributions$1,015,630
Employer contribution per active participant$1,598
Average account balance$27,722
Benefits paid to participants$1,735,285
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 363 accts · $548K emplr
2023$9.0M · 339 accts · $480K emplr
2022$6.7M · 312 accts · $917K emplr
Employer contributions to the The Native American Rehabilita plan · 2024
Employer contribution per active participant$1,598
Median for plans this size$1,313
2024$1,598 per active participant
2023$2,141 per active participant
2022$4,024 per active participant

The Native American Rehabilita'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
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$4,232

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$3,069 · 0.03%
2023$2,067 · 0.03%
2022$2,565 · 0.04%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Mercy Flights Incorporated OR$10.4M · 0.63%
Generations LLC OR$9.2M · 0.59%
Seran Bioscience, LLC OR$9.0M · 1.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237098400 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.