Plan Ledger DOL Form 5500 · updated monthly

A.L. Gilbert CompanyProfit-sharing plan

A. L. GILBERT COMPANY PROFIT SHARING & RETIREMENT PLAN · OAKDALE, CA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

A.L. Gilbert Company reported $680 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,327 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 0.07% to 0.00%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,538th-largest of 9,483 plans among California employers on file, and the 1,278th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$32,253,710
Participants with balances318
Active participants226
Employer contributions$300,000
Employee contributions$0
Employer contribution per active participant$1,327
Average account balance$101,427
Benefits paid to participants$3,935,699
Plan auditUnmodified (clean) audit opinion
AuditorATHERTON & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$32.3M · 318 accts · $300K emplr
2023$31.6M · 277 accts · $300K emplr
2022$30.9M · 276 accts · $300K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$680
Total administrative$680
Employer contributions to the A.L. Gilbert Company plan · 2024
Employer contribution per active participant$1,327
Median for plans this size$2,416
2024$1,327 per active participant
2023$1,299 per active participant
2022$1,370 per active participant

A.L. Gilbert Company's 2024 employer contribution ran below 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
JULY BUSINESS SERVICES LLC · Recordkeeping$680
MATRIX FINANCIAL SOLUTIONS, INC. · Custodial · Trusteeindirect comp

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

Recordkeeper by year2
2024July Business Services
2023DIGITAL RETIREMENT SOLUTIONS, INC.

This plan has changed recordkeepers within these filings. If you left A.L. Gilbert Company before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$680 · 0.00%
2023$1,108 · 0.00%
2022$21,903 · 0.07%
Same employer
Similar plansWholesale Trade · California
Mad Engine Global, LLC CA$33.3M · 0.36%
Motive Energy, Inc CA$33.2M · 0.49%
Faire Wholesale, Inc. CA$32.7M · 0.48%
Yubico, Inc. CA$32.1M
Adept Fasteners, Inc. CA$32.1M · 0.12%
H & N Group, Inc. CA$31.6M · 0.04%
Bisco Industries, Inc. CA$31.5M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942277358 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.