Plan Ledger DOL Form 5500 · updated monthly

Tyree Oil, Inc.401(k)

TYREE 401(K) PLAN · EUGENE, OR · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Tyree Oil, Inc. reported $26,889 in plan administrative expenses for 2024: 0.33% of average plan assets, below the peer median. Employer contributions averaged $1,922 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 3 years on file its reported administrative ratio has held roughly steady near 0.33%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Oregon (588th of 1,021), and 3,050th of 4,246 in wholesale trade. In 2024, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,034,885
Participants with balances154
Active participants201
Employer contributions$386,338
Employee contributions$734,091
Employer contribution per active participant$1,922
Average account balance$58,668
Benefits paid to participants$611,715
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.0M · 154 accts · $386K emplr
2023$7.5M · 140 accts · $353K emplr
2022$6.1M · 144 accts · $270K emplr
Administrative expenses, itemized · 2024
Investment management$26,889
Total administrative$26,889
The Tyree Oil, Inc. 401(k) match · 2024
Employer contribution per active participant$1,922
Median for plans this size$1,313
2024$1,922 per active participant
2023$1,820 per active participant
2022$1,246 per active participant

Tyree Oil, Inc.'s 2024 employer contribution ran above the $1,313 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
WELLS FARGO ADVISORS LLC · Investment advisory (plan)$26,889

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

Administrative cost history3
2024$26,889 · 0.33%
2023$22,389 · 0.33%
2022$21,266 · 0.34%
Same employer
Similar plansWholesale Trade · Oregon
Andretti Group OR$11.2M · 0.70%
Triad Machinery, Inc. OR$10.9M · 0.02%
Mid Valley Ipa, Inc. OR$9.3M · 0.23%
Pnw Metal Recycling, Inc OR$7.5M · 0.65%
Paramount Supply Co. OR$6.2M · 0.70%
Hardwood Industries, Inc. OR$5.8M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930985141 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.