Plan Ledger DOL Form 5500 · updated monthly

Trail Blazers Inc.401(k)

TRAIL BLAZERS SAVINGS AND RETIREMENT PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Trail Blazers Inc. reported $180,544 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,454 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 0.33% to 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 231st-largest of 1,021 plans among Oregon employers on file, and the 262nd of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.88 for every $1.00 the employer contributed; active participation has grown from 345 to 570 since 2022.

Plan summary
Net assets, end of year$38,870,278
Participants with balances356
Active participants570
Employer contributions$828,969
Employee contributions$2,387,826
Employer contribution per active participant$1,454
Average account balance$109,186
Benefits paid to participants$5,121,880
Plan auditUnmodified (clean) audit opinion
AuditorDELAP LLP
Plan history3
Yearassets · accounts · employer contribution
2024$38.9M · 356 accts · $829K emplr
2023$36.1M · 361 accts · $782K emplr
2022$32.2M · 322 accts · $684K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,066
Investment management$65,140
Total administrative$180,544
The Trail Blazers Inc. 401(k) match · 2024
Employer contribution per active participant$1,454
Median for plans this size$2,416
2024$1,454 per active participant
2023$1,880 per active participant
2022$1,983 per active participant

Trail Blazers Inc.'s 2024 employer contribution ran below 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 · 20243
EMPOWER ANNUITY INSURANCE COMPANY · Contract administrator · Recordkeeping$60,065
TPG FINANCIAL ADVISORS, LLC · Investment advisory (plan)$65,140
ADVISED ASSETS GROUP, LLC · Investment management$765

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

Recordkeeper by year2
2024Empower
2023Prudential

This plan has changed recordkeepers within these filings. If you left Trail Blazers Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$180,544 · 0.48%
2023$133,013 · 0.39%
2022$116,824 · 0.33%
Same employer
Similar plansArts, Entertainment & Recreation · Oregon
Rain the Growth Agency OR$46.3M · 0.20%
Multnomah Athletic Club OR$27.6M · 0.29%
Portland Art Museum OR$12.4M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911409166 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.