Plan Ledger DOL Form 5500 · updated monthly

Advantage Mailing, LLC401(k)

ADVANTAGE MAILING, LLC 401(K) PROFIT SHARING PLAN · ANAHEIM, CA · plan year 2024

Reported admin expense ratio · 2024
0.86%

Advantage Mailing, LLC reported $125,032 in plan administrative expenses for 2024: 0.86% of average plan assets, higher than ~90% of peers. 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 0.74% to 0.86%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 4,247th-largest of 9,483 plans among California employers on file, and 6,842nd of 13,661 in manufacturing. active participation has grown from 615 to 853 since 2022.

Plan summary
Net assets, end of year$15,877,386
Participants with balances613
Active participants853
Employer contributions—
Employee contributions$1,608,270
Employer contribution per active participant—
Average account balance$25,901
Benefits paid to participants$532,834
Plan auditUnmodified (clean) audit opinion
AuditorRIVERA JAMJIAN & ASSOCIAT
Plan history3
Yearassets · accounts · employer contribution
2024$15.9M · 613 accts
2023$13.3M · 616 accts
2022$9.1M · 490 accts · $6K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$67,225
Investment management$57,807
Total administrative$125,032
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
ADP, INC. · Loan processing · Recordkeeping$67,225
GLOBAL RETIREMENT PARTNERS · Recordkeeping · Trustee$57,807

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

Recordkeeper by year2
2024ADP, GLOBAL RETIREMENT PARTNERS
2023ADP, GLOBAL RETIREMENT PARTNERS, UBS

This plan has changed recordkeepers within these filings. If you left Advantage Mailing, LLC 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$125,032 · 0.86%
2023$104,488 · 0.93%
2022$61,876 · 0.74%
Same employer
Similar plansManufacturing · California
Ingomar Packing Company CA$16.0M · 0.50%
Virtium, LLC CA$16.0M · 0.35%
Totten Tubes, Inc. CA$15.9M · 0.27%
Lahlouh, Inc. CA$15.8M · 0.37%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 330986140 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.