Plan Ledger DOL Form 5500 · updated monthly

Women's Healthcare Associates, LLC401(k)

WOMEN'S HEALTHCARE ASSOCIATES, LLC 401(K) AND PROFIT SHARING PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Women's Healthcare Associates, LLC reported $18,919 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,018 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 2 years on file its reported administrative ratio fell from 0.03% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 108th-largest of 1,021 plans among Oregon employers on file, and the 1,118th of 11,911 in health care & social assistance. In 2024, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$97,790,321
Participants with balances758
Active participants498
Employer contributions$2,001,010
Employee contributions$3,237,763
Employer contribution per active participant$4,018
Average account balance$129,011
Benefits paid to participants$5,308,623
Plan auditUnmodified (clean) audit opinion
AuditorPERKINS & COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$97.8M · 758 accts · $2.0M emplr
2023$86.1M · 753 accts · $2.9M emplr
2022$73.7M · 689 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,412
Trustee / custodial$4,507
Total administrative$18,919
The Women's Healthcare Associates, LLC 401(k) match · 2024
Employer contribution per active participant$4,018
Median for plans this size$3,635
2024$4,018 per active participant
2023$6,130 per active participant
2022$4,619 per active participant

Women's Healthcare Associates, LLC's 2024 employer contribution ran above the $3,635 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 · 20242
NORTHWEST PLAN SERVICES, INC. · Recordkeeping · Consulting$14,412
CHARLES SCHWAB TRUST BANK · Custodial (securities)$4,507

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

Recordkeeper by year2
2024NWPS
2023NWPS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$18,919 · 0.02%
2023$17,630 · 0.02%
2022$21,949 · 0.03%
Same employer
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Mid-Columbia Medical Center OR$101.4M · 0.15%
Life Flight Network, LLC OR$99.1M · 0.35%
Eye Health Northwest, P.C. OR$92.9M · 0.13%
Ochin, Inc. OR$90.3M · 0.14%
The Portland Clinic LLP OR$83.6M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931271596 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.