Plan Ledger DOL Form 5500 · updated monthly

Alcal Industries, Inc.401(k)

ALCAL INDUSTRIES, INC. 401(K) SAVINGS PLAN AND TRUST · HAYWARD, CA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Alcal Industries, Inc. reported $101,845 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $1,549 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 0.39% to 0.41%. 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 3,131st-largest of 9,483 plans among California employers on file, and the 1,594th of 4,246 in wholesale trade. In 2024, employees put in $4.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,751,286
Participants with balances354
Active participants285
Employer contributions$441,492
Employee contributions$1,972,360
Employer contribution per active participant$1,549
Average account balance$69,919
Benefits paid to participants$4,951,520
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$24.8M · 354 accts · $441K emplr
2023$24.4M · 366 accts · $512K emplr
2022$20.0M · 344 accts · $393K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,100
Investment management$74,745
Total administrative$101,845
The Alcal Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$1,549
Median for plans this size$2,416
2024$1,549 per active participant
2023$1,767 per active participant
2022$1,383 per active participant

Alcal Industries, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20243
RAYMOND JAMES · Investment advisory (plan)$50,098
EMPOWER ADVISORY GROUP, LLC · Investment management$24,647

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$101,845 · 0.41%
2023$92,154 · 0.42%
2022$80,307 · 0.39%
Same employer
Similar plansWholesale Trade · California
Advance Beverage Co., Inc. CA$25.3M · 0.45%
Roland Dga Corporation CA$25.1M · 0.18%
Simplehuman LLC CA$25.0M · 0.12%
Ssf Imported Auto Parts LLC CA$24.9M · 0.37%
Pusan Pipe America, Inc. CA$24.4M · 0.20%
Benq America Corp CA$24.0M · 0.08%
Funai Corporation CA$23.8M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 450493297 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.