Plan Ledger DOL Form 5500 · updated monthly

Zidell Marine Corporation401(k)

ZIDELL EMPLOYEES PROFIT SHARING / 401(K) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Zidell Marine Corporation reported $73,640 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $1,423 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 0.13% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 121st-largest of 1,021 plans among Oregon employers on file, and the 194th of 2,534 in administrative & support services. In 2024, employees put in $5.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$81,665,094
Participants with balances202
Active participants137
Employer contributions$194,958
Employee contributions$989,958
Employer contribution per active participant$1,423
Average account balance$404,283
Benefits paid to participants$942,465
Plan auditUnmodified (clean) audit opinion
AuditorPERKINS & COMPANY, PC
Plan history3
Yearassets · accounts · employer contribution
2024$81.7M · 202 accts · $195K emplr
2023$69.6M · 199 accts · $197K emplr
2022$59.5M · 203 accts · $187K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,854
Investment management$8,900
Audit (IQPA)$18,300
Trustee / custodial$18,586
Total administrative$73,640
The Zidell Marine Corporation 401(k) match · 2024
Employer contribution per active participant$1,423
Median for plans this size$3,635
2024$1,423 per active participant
2023$1,415 per active participant
2022$1,367 per active participant

Zidell Marine Corporation's 2024 employer contribution ran below the $3,635 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 · 20245
NORTHWEST PLAN SERVICES · Recordkeeping · Loan processing$27,854
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Investment advisory (plan)$18,586
PERKINS AND CO. P.C. · Accounting / audit$18,300
RELIANT CONSULTING AND RESEARCH · Investment advisory (plan)$4,500
CREATIVE PLANNING · Investment advisory (plan)$4,400

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

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Administrative cost history3
2024$73,640 · 0.10%
2023$89,746 · 0.14%
2022$87,745 · 0.13%
Same employer
Similar plansAdministrative & Support Services · Oregon
Xenium Resources, Inc. OR$131.4M · 0.60%
Navex Global, Inc. OR$94.8M · 0.18%
Milestone Systems, Inc. OR$28.2M · 0.00%
Cardinal Services, Inc. OR$20.3M · 1.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910713057 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.