Plan Ledger DOL Form 5500 · updated monthly

Urban League of Portland401(k)

URBAN LEAGUE OF PORTLAND 401(K) PROFIT SHARING PLAN & TRUST · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
1.44%

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

Urban League of Portland reported $15,394 in plan administrative expenses for 2024: 1.44% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,146 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Oregon (941st of 1,021), and 11,153rd of 11,654 in professional & technical services. In 2024, the employer put in $1.22 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$1,272,214
Participants with balances179
Active participants133
Employer contributions$285,417
Employee contributions$234,697
Employer contribution per active participant$2,146
Average account balance$7,107
Benefits paid to participants$197,136
Plan auditUnmodified (clean) audit opinion
AuditorVERITY ACCOUNTANCY, PC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,574
Investment management$4,960
Trustee / custodial$860
Total administrative$15,394
The Urban League of Portland 401(k) match · 2024
Employer contribution per active participant$2,146
Median for plans this size$1,313

Urban League of Portland'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 · 20241
PAYCHEX, INC. · Recordkeeping$6,614

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

Administrative cost history1
2024$15,394 · 1.44%
Same employer
Similar plansProfessional & Technical Services · Oregon
Quality Counts LLC OR$1.5M · 0.16%
Biztek People, Inc OR$1.4M · 0.57%
211INFO OR$1.0M · 0.20%
Seasons Management LLC OR$685K · 2.70%
White Bird Clinic OR$357K · 1.11%
All Good Northwest OR$274K · 1.77%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 930395590 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.