Plan Ledger DOL Form 5500 · updated monthly

Alpine Pacific Nut Co., Inc.401(k)

ALPINE PACIFIC NUT CO., INC. PROFIT SHARING 401(K) PLAN · HUGHSON, CA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Alpine Pacific Nut Co., Inc. reported $3,085 in plan administrative expenses for 2024: 0.19% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,028 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 fell from 0.32% to 0.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (8,339th of 9,483), and 4,045th of 4,246 in wholesale trade. In 2024, employees put in $1.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,926,149
Participants with balances128
Active participants104
Employer contributions$210,954
Employee contributions$231,107
Employer contribution per active participant$2,028
Average account balance$15,048
Benefits paid to participants$44,274
Plan auditUnmodified (clean) audit opinion
AuditorGRIMBELBY COLEMAN ADVISORS & ACCOUN
Plan history3
Yearassets · accounts · employer contribution
2024$1.9M · 128 accts · $211K emplr
2023$1.4M · 122 accts · $201K emplr
2022$864K · 125 accts · $206K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,085
Total administrative$3,085
The Alpine Pacific Nut Co., Inc. 401(k) match · 2024
Employer contribution per active participant$2,028
Median for plans this size$1,313
2024$2,028 per active participant
2023$1,744 per active participant
2022$1,787 per active participant

Alpine Pacific Nut Co., Inc.'s 2024 employer contribution ran above the $1,313 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
STANCORP FINANCIAL GROUP · Accounting / audit$25,789
OSBORNE & ASSOCIATES INC. · Investment advisory (plan)$701

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$3,085 · 0.19%
2023$2,700 · 0.24%
2022$2,275 · 0.32%
Same employer
Similar plansWholesale Trade · California
Peterman Lumber Inc. CA$2.1M · 0.99%
Better Earth Inc. CA$2.1M · 0.45%
Systems Source, Inc. CA$1.8M · 0.40%
Boething Treeland Farms CA$1.8M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 204579573 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.