Plan Ledger DOL Form 5500 · updated monthly

Altman Specialty Plants LLC401(k)

ALTMAN SPECIALTY PLANTS LLC 401K RETIREMENT PLAN · VISTA, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Altman Specialty Plants LLC reported $2,250 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 rose from 0.012% to 0.014%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 4,037th-largest of 9,483 plans among California employers on file, and the 292nd of 945 in agriculture, forestry & fishing. In 2024, employees put in $2508.85 for every $1.00 the employer contributed; active participation has shrunk from 9,132 to 5,586 since 2022.

Plan summary
Net assets, end of year$17,130,000
Participants with balances313
Active participants5,586
Employer contributions$526
Employee contributions$1,319,655
Employer contribution per active participant$0
Average account balance$54,728
Benefits paid to participants$447,207
Plan auditUnmodified (clean) audit opinion
AuditorLAVINE LOFGREN MORRIS & ENGELBERG
Plan history3
Yearassets · accounts · employer contribution
2024$17.1M · 313 accts · $526 emplr
2023$14.7M · 322 accts
2022$11.9M · 312 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,250
Total administrative$2,250
The Altman Specialty Plants LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Altman Specialty Plants LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$4,425
NFP RETIREMENT INC. · Consultingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$2,250 · 0.01%
2023$1,978 · 0.01%
2022$1,514 · 0.01%
Same employer
Similar plansAgriculture, Forestry & Fishing · California
Okcoin USA, Inc. CA$17.8M · 0.47%
Rio Farms , LLC CA$17.2M · 0.40%
Nichols Farms CA$16.8M · 0.43%
Merrill Farms, LLC CA$16.8M · 0.25%
Crimson Wine Group, LTD CA$16.3M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330494942 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.