Plan Ledger DOL Form 5500 · updated monthly

Alert Plating CompanyProfit-sharing plan

ALERT PLATING COMPANY PROFIT SHARING PLAN · SUN VALLEY, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

Alert Plating Company reported $80 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% 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 1 year on file its reported administrative ratio rose from 0.00% to 0.01%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (8,946th of 9,483), and 13,374th of 13,661 in manufacturing. active participation has grown from 132 to 186 since 2022.

Plan summary
Net assets, end of year$737,220
Participants with balances223
Active participants186
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$3,306
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$737K · 223 accts
2023$693K · 179 accts
2022$665K · 170 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61
Investment management$19
Total administrative$80
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 · 20241
U.S. BANK NATIONAL ASSOCIATION · Custodial (securities) · Trusteeindirect comp

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$80 · 0.01%
2023$22 · 0.00%
2022Not separately reported
Similar plansManufacturing · California
Dust Bowl Brewing Co LLC CA$772K · 1.40%
Organic Milling, Inc. CA$731K · 2.49%
Ptec Solutions, Inc. CA$723K · 0.41%
Jondo LTD. CA$683K · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952627383 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.