Plan Ledger DOL Form 5500 · updated monthly

Triad Machinery, Inc.401(k)

TRIAD MACHINERY INC 401K PROFIT SHARING PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Triad Machinery, Inc. reported $1,930 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,168 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 1 year on file its reported administrative ratio fell from 0.03% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Oregon (524th of 1,021), and 2,796th of 4,246 in wholesale trade. In 2024, employees put in $3.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,938,560
Participants with balances109
Active participants105
Employer contributions$227,682
Employee contributions$864,253
Employer contribution per active participant$2,168
Average account balance$100,354
Benefits paid to participants$1,277,097
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$10.9M · 109 accts · $228K emplr
2023$9.9M · 118 accts · $193K emplr
The Triad Machinery, Inc. 401(k) match · 2024
Employer contribution per active participant$2,168
Median for plans this size$2,416
2024$2,168 per active participant
2023$1,822 per active participant

Triad Machinery, 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 · 20242
T. ROWE PRICE RPS, INC. · Recordkeeping · Trustee$1,930
LOOMIS FUND · Investment managementindirect comp

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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Administrative cost history2
2024$1,930 · 0.02%
2023$2,580 · 0.03%
Same employer
Similar plansWholesale Trade · Oregon
Portland French LTD. OR$14.0M · 0.00%
Mitchell Lewis & Staver Co. OR$12.2M · 0.62%
Andretti Group OR$11.2M · 0.70%
Mid Valley Ipa, Inc. OR$9.3M · 0.23%
Tyree Oil, Inc. OR$9.0M · 0.33%
Pnw Metal Recycling, Inc OR$7.5M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931080138 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.