Plan Ledger DOL Form 5500 · updated monthly

Tonkon Torp LLP Profit Sharing and 401(K) Plan401(k)

TONKON TORP LLP PROFIT SHARING AND 401(K) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Tonkon Torp LLP Profit Sharing and 401(K) Plan reported $364,072 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $13,550 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 0.32% to 0.27%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 81st-largest of 1,021 plans among Oregon employers on file, and the 1,084th of 11,654 in professional & technical services. In 2024, employees put in $1.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$142,722,126
Participants with balances236
Active participants178
Employer contributions$2,411,864
Employee contributions$2,532,969
Employer contribution per active participant$13,550
Average account balance$604,755
Benefits paid to participants$6,283,753
Plan auditUnmodified (clean) audit opinion
AuditorGEFFEN MESHER & CO., P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$142.7M · 236 accts · $2.4M emplr
2023$127.1M · 232 accts · $2.4M emplr
2022$109.1M · 229 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,104
Investment management$282,850
Total administrative$364,072
The Tonkon Torp LLP Profit Sharing and 401(K) Plan 401(k) match · 2024
Employer contribution per active participant$13,550
Median for plans this size$3,635
2024$13,550 per active participant
2023$12,857 per active participant
2022$12,363 per active participant

Tonkon Torp LLP Profit Sharing and 401(K) Plan's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20249
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$80,104
FERGUSON WELLMAN CAPITAL MANAGEMENT · Investment advisory (plan)$78,610
VISTA CAPITAL PARTNERS · Investment advisory (plan)$76,885
AUXIER ASSET MANAGEMENT LLC · Investment advisory (plan)$36,310
CAIRN INVESTMENT GROUP INC · Investment advisory (plan)$23,573
VISION CAPITAL MANAGEMENT INC. · Investment advisory (plan)$22,504
MORGAN STANLEY CAPITAL MANAGE · Investment management$17,500
ENVESTNET ASSET MANAGEMENT INC · Investment advisory (plan)$15,635
BECKER CAPITAL MANAGEMENT INC · Investment advisory (plan)$8,736

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$364,072 · 0.27%
2023$338,822 · 0.29%
2022$376,143 · 0.32%
Similar plansProfessional & Technical Services · Oregon
Wieden & Kennedy, Inc. OR$253.3M · 0.07%
Miller Nash LLP OR$162.1M · 0.01%
Schrodinger, Inc. OR$134.5M · 0.02%
Akt Services, LLP OR$106.7M · 0.00%
Aldrich Services, LLP OR$98.3M · 0.00%
Smarsh, Inc. OR$90.1M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930633194 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.