Plan Ledger DOL Form 5500 · updated monthly

Vinyl Northwest, LLC dba Pella-Vinyl Portland Operations401(k)

PELLA-VINYL PORTLAND OPERATIONS 401(K) PLAN · PORTLAND, OR · plan year 2023

Reported admin expense ratio · 2023
0.06%

Vinyl Northwest, LLC dba Pella-Vinyl Portland Operations reported $1,321 in plan administrative expenses for 2023: 0.06% of average plan assets, lower than ~75% of peers. 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 0.12% to 0.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Oregon (886th of 1,021), and 12,679th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$2,295,856
Participants with balances38
Active participants177
Employer contributions—
Employee contributions$67,480
Employer contribution per active participant—
Average account balance$60,417
Benefits paid to participants$198,741
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$2.3M · 38 accts
2022$2.0M · 39 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,321
Total administrative$1,321
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231

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

Administrative cost history2
2023$1,321 · 0.06%
2022$2,212 · 0.12%
Same employer
Similar plansManufacturing · Oregon
Salt & Straw LLC OR$2.8M · 1.56%
Masami Foods, Inc. OR$2.7M · 0.91%
Highway Products, Inc. OR$2.3M · 1.12%
9WOOD, Inc. OR$1.8M · 0.42%
Betty Lou's, Inc. OR$1.8M · 1.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 200876482 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.