Plan Ledger DOL Form 5500 · updated monthly

Westside Drywall Inc401(k)

WESTSIDE DRYWALL INC 401(K) PROFIT SHARING PLAN & TRUST · HUBBARD, OR · plan year 2022

Reported admin expense ratio · 2022
2.59%

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

Westside Drywall Inc reported $1,816 in plan administrative expenses for 2022: 2.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Oregon (1,012th of 1,021), and 3,292nd of 3,341 in other services.

Plan summary
Net assets, end of year$84,987
Participants with balances12
Active participants205
Employer contributions$0
Employee contributions$51,307
Employer contribution per active participant$0
Average account balance$7,082
Plan auditUnmodified (clean) audit opinion
AuditorGEFFEN MESHER & COMPANY, P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,435
Investment management$381
Total administrative$1,816
The Westside Drywall Inc 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Westside Drywall Inc's 2022 employer contribution ran below the $331 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,816 · 2.59%
Same employer
Similar plansOther Services · Oregon
Joieful Connections LLC OR$505K · 2.17%
Caring for the Coast LLC OR$233K · 2.92%
Aey, LLC AK$104K · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931048238 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.