Plan Ledger DOL Form 5500 · updated monthly

Yakima Products, Inc.401(k)

YAKIMA PRODUCTS, INC. 401(K) SAVINGS PLAN · LAKE OSWEGO, OR · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Yakima Products, Inc. reported $56,796 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $2,938 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 0.35% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 371st-largest of 1,021 plans among Oregon employers on file, and the 6,084th of 13,661 in manufacturing. In 2024, employees put in $3.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,179,957
Participants with balances147
Active participants104
Employer contributions$305,504
Employee contributions$935,558
Employer contribution per active participant$2,938
Average account balance$130,476
Benefits paid to participants$296,157
Plan auditUnmodified (clean) audit opinion
AuditorBAKER TILLY US, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$19.2M · 147 accts · $306K emplr
2023$15.6M · 142 accts · $313K emplr
2022$12.9M · 149 accts · $305K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,111
Investment management$30,685
Total administrative$56,796
The Yakima Products, Inc. 401(k) match · 2024
Employer contribution per active participant$2,938
Median for plans this size$2,416
2024$2,938 per active participant
2023$3,094 per active participant
2022$2,822 per active participant

Yakima Products, Inc.'s 2024 employer contribution ran above the $2,416 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
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$30,685
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$26,111

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$56,796 · 0.33%
2023$45,479 · 0.32%
2022$47,694 · 0.35%
Same employer
Similar plansManufacturing · Oregon
Powin Energy Operating LLC OR$23.1M · 0.70%
East West Tea Company, LLC OR$17.9M · 0.39%
States Industries, LLC OR$17.0M · 0.36%
Nosler, Inc. OR$16.4M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311683146 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.