Plan Ledger DOL Form 5500 · updated monthly

Adams Group, Inc.401(k)

ADAMS GROUP, INC. 401(K) PROFIT SHARING PLAN · ARBUCKLE, CA · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Adams Group, Inc. reported $79,957 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $4,327 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 rose from 0.37% to 0.40%. 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 3,492nd-largest of 9,483 plans among California employers on file, and the 1,809th of 4,246 in wholesale trade. In 2024, employees put in $1.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,165,802
Participants with balances203
Active participants183
Employer contributions$791,798
Employee contributions$927,755
Employer contribution per active participant$4,327
Average account balance$104,265
Benefits paid to participants$2,602,682
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.2M · 203 accts · $792K emplr
2023$18.5M · 202 accts · $463K emplr
2022$14.9M · 191 accts · $601K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,957
Total administrative$79,957
The Adams Group, Inc. 401(k) match · 2024
Employer contribution per active participant$4,327
Median for plans this size$2,416
2024$4,327 per active participant
2023$2,557 per active participant
2022$3,513 per active participant

Adams Group, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$79,957
WELLS FARGO CLEARING SERVICES LLC · Other servicesindirect comp

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$79,957 · 0.40%
2023$65,582 · 0.39%
2022$60,515 · 0.37%
Same employer
Similar plansWholesale Trade · California
Toms Shoes, LLC CA$21.5M · 0.13%
K-Swiss CA$21.4M · 0.08%
Munchkin, Inc. CA$21.3M · 0.31%
East Bay Tire Company CA$21.3M · 0.45%
Obagi Cosmeceuticals, LLC CA$20.8M · 0.25%
Razer USA LTD CA$20.8M · 0.41%
Zo Skin Health, Inc. CA$20.7M · 0.34%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 942200898 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.