Plan Ledger DOL Form 5500 · updated monthly

Alisal Properties, Inc.401(k)

ALISAL EMPLOYEES RETIREMENT SAVINGS PLAN · SOLVANG, CA · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Alisal Properties, Inc. reported $86,795 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,405 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 3 years on file its reported administrative ratio has held roughly steady near 0.56%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 4,164th-largest of 9,483 plans among California employers on file, and the 369th of 2,240 in accommodation & food services. In 2024, employees put in $2.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,326,821
Participants with balances409
Active participants347
Employer contributions$487,626
Employee contributions$1,066,329
Employer contribution per active participant$1,405
Average account balance$39,919
Benefits paid to participants$1,771,286
Plan auditUnmodified (clean) audit opinion
AuditorBARTLETT, PRINGLE & WOLF, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$16.3M · 409 accts · $488K emplr
2023$14.9M · 350 accts · $455K emplr
2022$12.6M · 324 accts · $420K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,475
Investment management$37,320
Total administrative$86,795
The Alisal Properties, Inc. 401(k) match · 2024
Employer contribution per active participant$1,405
Median for plans this size$2,416
2024$1,405 per active participant
2023$1,555 per active participant
2022$1,262 per active participant

Alisal Properties, 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 · 20242
CAPFINANCIAL PARTNERS LLC DBA · Investment advisory (plan)$37,320

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$86,795 · 0.56%
2023$73,936 · 0.54%
2022$70,525 · 0.54%
Same employer
Similar plansAccommodation & Food Services · California
Sun Hill Properties, Inc. CA$16.9M · 0.66%
Burning Man Project CA$16.5M · 0.01%
Quechan Indian Tribe CA$16.4M · 0.90%
Bakkavor Foods USA, Inc. CA$16.0M · 1.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952428546 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.