Plan Ledger DOL Form 5500 · updated monthly

Viridian Management Inc401(k)

VIRIDIAN MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST · ENTERPRISE, OR · plan year 2023

Reported admin expense ratio · 2023
0.48%

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

Viridian Management Inc reported $27,914 in plan administrative expenses for 2023: 0.48% of average plan assets, below the peer median. Employer contributions averaged $2,712 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 rose from 0.35% to 0.48%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (677th of 1,021), and 7,043rd of 11,911 in health care & social assistance. In 2023, employees put in $1.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,634,265
Participants with balances273
Active participants208
Employer contributions$564,047
Employee contributions$723,725
Employer contribution per active participant$2,712
Average account balance$24,301
Benefits paid to participants$454,704
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$6.6M · 273 accts · $564K emplr
2022$4.9M · 164 accts · $317K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$24,362
Investment management$2,692
Trustee / custodial$860
Total administrative$27,914
The Viridian Management Inc 401(k) match · 2023
Employer contribution per active participant$2,712
Median for plans this size$1,308
2023$2,712 per active participant
2022$1,340 per active participant

Viridian Management Inc's 2023 employer contribution ran above the $1,308 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.

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 · 20232
PAYCHEX, INC. · Contract administrator · Recordkeeping$18,901
ERISA FIDUCIARY SERVICES, INC. · Contract administrator · Recordkeeping$5,235

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$27,914 · 0.48%
2022$17,697 · 0.35%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Neighborimpact OR$7.2M · 0.40%
Outside In OR$6.7M · 0.10%
Viridian Management Inc OR$6.6M · 0.43%
Rose Villa Inc OR$6.5M · 0.72%
Compass Senior Living LLC OR$6.4M · 0.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453697779 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.