Plan Ledger DOL Form 5500 · updated monthly

99 Cents Only Stores LLC401(k)

99 CENTS ONLY STORES LLC 401(K) PLAN · CITY OF COMMERCE, CA · plan year 2023

Reported admin expense ratio · 2023
0.23%

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

99 Cents Only Stores LLC reported $157,683 in plan administrative expenses for 2023: 0.23% of average plan assets, higher than ~75% of peers. Employer contributions averaged $235 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 rose from 0.27% to 0.29%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other retail trade employers. By assets it is the 1,296th-largest of 9,483 plans among California employers on file, and the 489th of 5,215 in retail trade. In 2023, employees put in $2.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$72,493,809
Participants with balances2,323
Active participants10,333
Employer contributions$2,432,184
Employee contributions$5,735,630
Employer contribution per active participant$235
Average account balance$31,207
Benefits paid to participants$10,974,465
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.4M · 87 accts · $1.2M emplr
2023$72.5M · 2,323 accts · $2.4M emplr
2022$64.1M · 2,554 accts · $2.6M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$73,126
Investment management$64,437
Audit (IQPA)$20,120
Total administrative$157,683
The 99 Cents Only Stores LLC 401(k) match · 2023
Employer contribution per active participant$235
Median for plans this size$3,659
2023$235 per active participant
2022$240 per active participant

99 Cents Only Stores LLC's 2023 employer contribution ran below the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$73,126
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$64,437
HOLTHOUSE CARLIN & VAN TRIGT LLP · Accounting / audit$20,120

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$109,144 · 0.29%
2023$157,683 · 0.23%
2022$189,164 · 0.27%
Same employer
Similar plansRetail Trade · California
Keyes Motors, Inc. CA$84.0M · 0.11%
Mobis Parts America, LLC CA$81.2M · 0.26%
Arden Group, Inc. CA$80.3M · 0.05%
World Market, LLC CA$78.7M · 0.19%
Fresno Truck Center CA$71.0M · 0.72%
Newegg Inc. CA$67.2M · 0.26%
The Niello Company CA$65.1M · 0.32%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 952411605 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.