Plan Ledger DOL Form 5500 · updated monthly

Allied Potato, Inc.401(k)

API AND APN 401(K) PLAN · BAKERSFIELD, CA · plan year 2022

Reported admin expense ratio · 2022
1.25%

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

Allied Potato, Inc. reported $64,058 in plan administrative expenses for 2022: 1.25% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,402 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in California (7,031st of 9,483), and 645th of 945 in agriculture, forestry & fishing. In 2022, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,908,099
Participants with balances99
Active participants154
Employer contributions$215,978
Employee contributions$391,448
Employer contribution per active participant$1,402
Average account balance$49,577
Benefits paid to participants$176,027
Plan auditUnmodified (clean) audit opinion
AuditorDEMERA DEMERA CAMERON LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$32,000
Investment management$29,733
Professional / advisory$2,325
Total administrative$64,058
The Allied Potato, Inc. 401(k) match · 2022
Employer contribution per active participant$1,402
Median for plans this size$1,114

Allied Potato, Inc.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$64,058 · 1.25%
Similar plansAgriculture, Forestry & Fishing · California
Vann Brothers CA$5.0M · 0.88%
Halter Winery, LLC CA$4.9M · 0.01%
Hilltop Ranch, Inc. CA$4.5M · 0.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900446116 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.