Plan Ledger DOL Form 5500 · updated monthly

The Oregon Humane Society401(k)

OREGON HUMANE SOCIETY 401(K) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

The Oregon Humane Society reported $47,043 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $2,960 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 0.22% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 365th-largest of 1,021 plans among Oregon employers on file, and the 1,070th of 3,341 in other services. In 2024, employees put in $1.32 for every $1.00 the employer contributed; active participation has grown from 262 to 359 since 2022.

Plan summary
Net assets, end of year$19,599,146
Participants with balances445
Active participants359
Employer contributions$1,062,713
Employee contributions$1,405,825
Employer contribution per active participant$2,960
Average account balance$44,043
Benefits paid to participants$1,324,864
Plan auditUnmodified (clean) audit opinion
AuditorPERKINS & COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$19.6M · 445 accts · $1.1M emplr
2023$16.3M · 388 accts · $612K emplr
2022$13.7M · 326 accts · $723K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,043
Total administrative$47,043
The The Oregon Humane Society 401(k) match · 2024
Employer contribution per active participant$2,960
Median for plans this size$2,416
2024$2,960 per active participant
2023$2,041 per active participant
2022$2,758 per active participant

The Oregon Humane Society's 2024 employer contribution ran above 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$47,043
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$47,043 · 0.26%
2023$39,527 · 0.26%
2022$32,213 · 0.22%
Same employer
Similar plansOther Services · Oregon
Cook Solutions Group OR$25.9M · 0.57%
Oregon Community Foundation OR$21.5M · 0.01%
Chinook Winds Casino OR$19.3M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930386880 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.