Plan Ledger DOL Form 5500 · updated monthly

Andersen & Sons Shelling401(k)

ANDERSEN & SONS SHELLING 401(K) PLAN · VINA, CA · plan year 2023

Reported admin expense ratio · 2023
0.08%

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

Andersen & Sons Shelling reported $3,710 in plan administrative expenses for 2023: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,256 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 1 year on file its reported administrative ratio fell from 0.14% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in California (6,839th of 9,483), and 621st of 945 in agriculture, forestry & fishing. In 2023, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,510,042
Participants with balances133
Active participants255
Employer contributions$320,374
Employee contributions$519,277
Employer contribution per active participant$1,256
Average account balance$41,429
Benefits paid to participants$88,696
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$5.5M · 133 accts · $320K emplr
2022$3.9M · 128 accts · $290K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,710
Total administrative$3,710
The Andersen & Sons Shelling 401(k) match · 2023
Employer contribution per active participant$1,256
Median for plans this size$1,308
2023$1,256 per active participant
2022$1,497 per active participant

Andersen & Sons Shelling's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
CAPITAL GROUP RETIREMENT PLAN SERVI · Recordkeeping · Investment management$1,430

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

Administrative cost history2
2023$3,710 · 0.08%
2022$4,955 · 0.14%
Same employer
Similar plansAgriculture, Forestry & Fishing · California
Horizon Nut, LLC CA$5.7M · 0.72%
Sensei AG Holdings, Inc. CA$5.7M · 0.05%
Black Oaks, Inc. CA$5.7M · 0.02%
Vann Brothers CA$5.0M · 0.88%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760730660 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.