Plan Ledger DOL Form 5500 · updated monthly

Andrighetto Produce, Inc. dba Shasta Produce401(k)

SHASTA PRODUCE 401(K) PROFIT SHARING PLAN · SOUTH SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Andrighetto Produce, Inc. dba Shasta Produce reported $61,369 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. 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 fell from 0.53% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 3,919th-largest of 9,483 plans among California employers on file, and the 2,077th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$17,911,645
Participants with balances129
Active participants130
Employer contributions$0
Employee contributions$426,186
Employer contribution per active participant$0
Average account balance$138,850
Benefits paid to participants$407,851
Plan auditUnmodified (clean) audit opinion
AuditorELSENER AND ELSENER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$17.9M · 129 accts
2023$16.6M · 148 accts · $655K emplr
2022$14.4M · 151 accts · $692K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,777
Total administrative$61,369
The Andrighetto Produce, Inc. dba Shasta Produce 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416
2023$5,456 per active participant
2022$5,579 per active participant

Andrighetto Produce, Inc. dba Shasta Produce'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
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$17,592
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$5,771

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$61,369 · 0.36%
2023$80,827 · 0.52%
2022$90,527 · 0.53%
Same employer
Similar plansWholesale Trade · California
Matagrano, Inc. CA$18.4M · 0.29%
Calico Brands, Inc. CA$18.0M · 0.47%
Pacific Cheese Co., Inc. CA$17.9M · 0.38%
Breville USA, Inc. CA$17.8M · 0.53%
Dohan Inc. CA$17.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942992661 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.