Plan Ledger DOL Form 5500 · updated monthly

Advanced Flow Engineering, Inc.401(k)

ADVANCED FLOW ENGINEERING, INC. 401(K) PLAN · CORONA, CA · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Advanced Flow Engineering, Inc. reported $47,684 in plan administrative expenses for 2024: 0.53% of average plan assets, below the peer median. Employer contributions averaged $970 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 0.60% to 0.53%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (5,668th of 9,483), and 9,099th of 13,661 in manufacturing. In 2024, employees put in $2.57 for every $1.00 the employer contributed; active participation has grown from 169 to 197 since 2022.

Plan summary
Net assets, end of year$9,304,695
Participants with balances106
Active participants197
Employer contributions$191,124
Employee contributions$491,155
Employer contribution per active participant$970
Average account balance$87,780
Benefits paid to participants$1,429,724
Plan auditUnmodified (clean) audit opinion
AuditorKKDLY LLC
Plan history3
Yearassets · accounts · employer contribution
2024$9.3M · 106 accts · $191K emplr
2023$8.8M · 108 accts · $212K emplr
2022$7.1M · 113 accts · $226K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,073
Investment management$26,611
Total administrative$47,684
The Advanced Flow Engineering, Inc. 401(k) match · 2024
Employer contribution per active participant$970
Median for plans this size$1,313
2024$970 per active participant
2023$1,198 per active participant
2022$1,340 per active participant

Advanced Flow Engineering, Inc.'s 2024 employer contribution ran below the $1,313 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
MMA SECURITIES · Investment advisory (plan)$26,611
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$21,073

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$47,684 · 0.53%
2023$40,678 · 0.51%
2022$47,156 · 0.60%
Same employer
Similar plansManufacturing · California
Searing Industries, Inc. CA$9.4M · 0.05%
Door Components, Inc. CA$9.4M · 0.56%
Poly-Tainer Inc. CA$9.3M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330853594 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.