Plan Ledger DOL Form 5500 · updated monthly

Andy Gump, Inc.401(k)

ANDY GUMP, INC. 401(K) SAVINGS & INVESTMENT PLAN · SANTA CLARITA, CA · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Andy Gump, Inc. reported $79,434 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,566 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 0.59% to 0.51%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 4,147th-largest of 9,483 plans among California employers on file, and the 2,313th of 5,337 in construction. In 2024, employees put in $1.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,464,867
Participants with balances264
Active participants237
Employer contributions$608,219
Employee contributions$830,878
Employer contribution per active participant$2,566
Average account balance$62,367
Benefits paid to participants$1,334,658
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.5M · 264 accts · $608K emplr
2023$14.8M · 268 accts · $894K emplr
2022$12.9M · 268 accts · $921K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,434
Total administrative$79,434
The Andy Gump, Inc. 401(k) match · 2024
Employer contribution per active participant$2,566
Median for plans this size$2,416
2024$2,566 per active participant
2023$3,902 per active participant
2022$3,870 per active participant

Andy Gump, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
EMPOWER ANNUITY INSURANCE CO. · Investment management$75,914
PASADENA PRIVATE WEALTH, LLC · Investment advisory (plan)$66,628
NEXUS ADMINISTRATORS, INC. · Contract administrator$3,625

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$79,434 · 0.51%
2023$83,449 · 0.60%
2022$77,487 · 0.59%
Same employer
Similar plansConstruction · California
West-Tech Contracting, Inc. CA$16.6M · 0.51%
Del Amo Construction, LLC CA$16.3M · 0.62%
Fullmer Construction CA$16.2M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952588604 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.