Plan Ledger DOL Form 5500 · updated monthly

The Townshend Group, LLC401(k)

THE TOWNSHEND GROUP 401(K) PLAN · PORTLAND, OR · plan year 2025

Reported admin expense ratio · 2025
0.39%

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

The Townshend Group, LLC reported $24,736 in plan administrative expenses for 2025: 0.39% of average plan assets, below the peer median. Employer contributions averaged $2,800 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 rose from 0.33% to 0.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Oregon (690th of 1,021), and 10,496th of 13,661 in manufacturing. In 2025, employees put in $2.12 for every $1.00 the employer contributed; active participation has shrunk from 145 to 82 since 2022.

Plan summary
Net assets, end of year$6,368,278
Participants with balances102
Active participants82
Employer contributions$229,586
Employee contributions$486,828
Employer contribution per active participant$2,800
Average account balance$62,434
Benefits paid to participants$1,736,418
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$6.4M · 102 accts · $230K emplr
2024$6.3M · 131 accts · $361K emplr
2023$5.3M · 136 accts · $349K emplr
2022$3.7M · 126 accts · $333K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$6,170
Investment management$18,566
Total administrative$24,736
The The Townshend Group, LLC 401(k) match · 2025
Employer contribution per active participant$2,800
Median for plans this size$1,464
2025$2,800 per active participant
2024$3,970 per active participant
2023$2,624 per active participant
2022$2,293 per active participant

The Townshend Group, LLC's 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
DESCHUTES PORTFOLIO STRATEGY, LLC · Investment advisory (plan)$18,566
THE RETIREMENT PLAN COMPANY, LLC$6,170

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

Administrative cost history4
2025$24,736 · 0.39%
2024$22,398 · 0.38%
2023$14,507 · 0.32%
2022$11,878 · 0.33%
Same employer
Similar plansManufacturing · Oregon
Gk Machine, Inc. OR$6.5M · 0.91%
Ever Fresh Fruit Company OR$6.5M · 0.43%
Evans Components Inc OR$6.3M · 0.81%
Oregon Brewing Company OR$5.9M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810790456 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.