Plan Ledger DOL Form 5500 · updated monthly

Touchmark Living Centers, Inc.401(k)

TOUCHMARK LIVING CENTERS INC. EMPLOYEE SAVINGS & RETIREMENT PLAN · BEAVERTON, OR · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Touchmark Living Centers, Inc. reported $137,677 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $666 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 0.50% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 213th-largest of 1,021 plans among Oregon employers on file, and the 2,135th of 11,911 in health care & social assistance. In 2024, employees put in $3.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$42,329,365
Participants with balances1,132
Active participants1,827
Employer contributions$1,216,616
Employee contributions$4,125,460
Employer contribution per active participant$666
Average account balance$37,393
Benefits paid to participants$5,560,516
Plan auditUnmodified (clean) audit opinion
AuditorHANSEN, HUNTER & CO., P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$42.3M · 1,132 accts · $1.2M emplr
2023$37.3M · 1,135 accts · $1.3M emplr
2022$30.2M · 1,150 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$105,618
Audit (IQPA)$27,744
Total administrative$137,677
The Touchmark Living Centers, Inc. 401(k) match · 2024
Employer contribution per active participant$666
Median for plans this size$2,416
2024$666 per active participant
2023$702 per active participant
2022$693 per active participant

Touchmark Living Centers, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20242
NEWPORT GROUP, INC. · Loan processing · Recordkeeping$105,618
HANSEN HUNTER · Accounting / audit$27,744

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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Administrative cost history3
2024$137,677 · 0.35%
2023$124,859 · 0.37%
2022$161,670 · 0.50%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Santiam Memorial Hospital OR$41.8M · 0.21%
Radiology Associates, P.C. OR$40.5M · 0.28%
Metro West Ambulance, Inc. OR$39.6M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930770126 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.