Agc of America, San Diego Chapter, Inc. Retirement Trust FundMoney purchase plan
ASSOCIATED GENERAL CONTRACTORS OF AMERICA, SAN DIEGO CHAPTER, INC. RETIREMENT TRUST FUND EMPLOYEE PENSION BENEFIT PLAN · SAN DIEGO, CA · plan year 2022
Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works
Agc of America, San Diego Chapter, Inc. Retirement Trust Fund reported $211,438 in plan administrative expenses for 2022: 0.75% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,391 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 0.75% to 0.52%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other construction employers. By assets it is the 2,953rd-largest of 9,483 plans among California employers on file, and the 1,666th of 5,337 in construction.
Agc of America, San Diego Chapter, Inc. Retirement Trust Fund's 2022 employer contribution ran above the $2,266 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.
Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 336297103 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.