Plan Ledger DOL Form 5500 · updated monthly

Al Dahra Acx, Inc.401(k)

ACX 401(K) PLAN · WILMINGTON, CA · plan year 2023

Reported admin expense ratio · 2023
0.84%

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

Al Dahra Acx, Inc. reported $37,724 in plan administrative expenses for 2023: 0.84% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,933 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 has held roughly steady near 0.84%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (6,987th of 9,483), and 3,631st of 4,246 in wholesale trade. In 2023, employees put in $1.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,037,699
Participants with balances157
Active participants149
Employer contributions$287,968
Employee contributions$471,514
Employer contribution per active participant$1,933
Average account balance$32,087
Benefits paid to participants$365,861
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$5.0M · 157 accts · $288K emplr
2022$3.9M · 157 accts · $307K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$37,724
Total administrative$37,724
The Al Dahra Acx, Inc. 401(k) match · 2023
Employer contribution per active participant$1,933
Median for plans this size$1,308
2023$1,933 per active participant
2022$2,061 per active participant

Al Dahra Acx, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
EDWARD D. JONES & CO., L.P. · Investment advisory (participants)$15,582

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

Administrative cost history2
2023$37,724 · 0.84%
2022$36,288 · 0.81%
Similar plansWholesale Trade · California
Yesvideo Com Inc. CA$5.3M · 0.39%
Pilot Inc. CA$5.3M · 0.85%
Uma Enterprises Inc. CA$5.2M · 0.28%
Tapia Brothers CA$4.9M · 0.01%
So. Cal. Sandbags, Inc. CA$4.9M · 0.58%
Cumming Chevrolet CA$4.8M · 1.10%
Snyder-Diamond CA$4.8M · 0.09%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 911711969 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.