Plan Ledger DOL Form 5500 · updated monthly

Willamette View, Inc.401(k)

WILLAMETTE VIEW, INC. 401(K) RETIREMENT PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Willamette View, Inc. reported $60,798 in plan administrative expenses for 2024: 0.60% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,230 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 0.60%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (522nd of 1,021), and the 5,436th of 11,911 in health care & social assistance. In 2024, employees put in $2.30 for every $1.00 the employer contributed; active participation has grown from 225 to 255 since 2022.

Plan summary
Net assets, end of year$10,961,786
Participants with balances337
Active participants255
Employer contributions$313,628
Employee contributions$721,740
Employer contribution per active participant$1,230
Average account balance$32,528
Benefits paid to participants$594,477
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · 337 accts · $314K emplr
2023$9.3M · 324 accts · $305K emplr
2022$8.3M · 317 accts · $259K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,925
Investment management$27,873
Total administrative$60,798
The Willamette View, Inc. 401(k) match · 2024
Employer contribution per active participant$1,230
Median for plans this size$2,416
2024$1,230 per active participant
2023$1,276 per active participant
2022$1,151 per active participant

Willamette View, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MORGAN STANLEY · Investment advisory (plan)$25,860
EMPOWER ADVISORY GROUP, LLC · Investment management$2,013

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$60,798 · 0.60%
2023$57,492 · 0.65%
2022$56,629 · 0.62%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
The Springs Living, LLC OR$11.8M · 0.23%
Volare Health LLC OR$11.3M · 1.60%
Bend Surgery Center, LLC OR$10.8M · 0.48%
Mercy Flights Incorporated OR$10.4M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930463816 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.