Plan Ledger DOL Form 5500 · updated monthly

Allen Lund Company, LLC401(k)

ALLEN LUND COMPANY, LLC 401(K) PROFIT SHARING PLAN · LACANADA, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Allen Lund Company, LLC reported $120,768 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $2,865 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 0.107%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 860th-largest of 9,483 plans among California employers on file, and the 209th of 2,677 in transportation & warehousing. In 2024, employees put in $2.73 for every $1.00 the employer contributed; active participation has grown from 621 to 692 since 2022.

Plan summary
Net assets, end of year$121,676,108
Participants with balances785
Active participants692
Employer contributions$1,982,499
Employee contributions$5,406,527
Employer contribution per active participant$2,865
Average account balance$155,001
Benefits paid to participants$6,328,159
Plan auditUnmodified (clean) audit opinion
AuditorLUCAS, HORSFALL, MURPHY & PINDR
Plan history3
Yearassets · accounts · employer contribution
2024$121.7M · 785 accts · $2.0M emplr
2023$104.6M · 726 accts · $2.1M emplr
2022$86.4M · 712 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,425
Investment management$106,343
Total administrative$120,768
The Allen Lund Company, LLC 401(k) match · 2024
Employer contribution per active participant$2,865
Median for plans this size$3,635
2024$2,865 per active participant
2023$3,311 per active participant
2022$3,384 per active participant

Allen Lund Company, LLC's 2024 employer contribution ran below the $3,635 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
RBC CAPITAL MARKETS LLC · Investment advisory (plan)$106,343
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$14,424

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$120,768 · 0.11%
2023$102,057 · 0.11%
2022$99,864 · 0.11%
Same employer
Similar plansTransportation & Warehousing · California
G3 Enterprises, Inc. CA$138.1M · 0.10%
Joby Aero, Inc. CA$98.7M · 0.02%
The Pasha Group CA$92.1M · 0.11%
Clay Lacy Aviation CA$76.7M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953301897 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.