Tumalo Industries, LLC401(k)
TUMALO INDUSTRIES, LLC 401(K) PLAN · BEND, OR · plan year 2023
Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works
Tumalo Industries, LLC reported $14,413 in plan administrative expenses for 2023: 1.65% of average plan assets, above the peer median. Employer contributions averaged $1,375 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 0.89% to 3.81%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Oregon (960th of 1,021), and 868th of 945 in agriculture, forestry & fishing. In 2023, employees put in $1.84 for every $1.00 the employer contributed; active participation has grown from 46 to 94 since 2022.
Tumalo Industries, LLC's 2023 employer contribution ran above the $522 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.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 853788062 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.