Plan Ledger DOL Form 5500 · updated monthly

Applied Composites Holdings, LLC401(k)

APPLIED COMPOSITES RETIREMENT PLAN · LAKE FOREST, CA · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Applied Composites Holdings, LLC reported $218,474 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,973 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 0.78% to 0.59%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,145th-largest of 9,483 plans among California employers on file, and the 3,679th of 13,661 in manufacturing. In 2024, employees put in $2.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,957,833
Participants with balances683
Active participants786
Employer contributions$1,551,106
Employee contributions$3,467,170
Employer contribution per active participant$1,973
Average account balance$58,503
Benefits paid to participants$4,893,147
Plan auditUnmodified (clean) audit opinion
AuditorBAROLDI GUNDERSEN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$40.0M · 683 accts · $1.6M emplr
2023$33.8M · 678 accts · $1.6M emplr
2022$26.6M · 675 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$155,274
Investment management$63,200
Total administrative$218,474
The Applied Composites Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$1,973
Median for plans this size$2,416
2024$1,973 per active participant
2023$1,904 per active participant
2022$2,156 per active participant

Applied Composites Holdings, LLC's 2024 employer contribution ran below 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 · 20242
LINCOLN NATIONAL CORPORATION · Contract administrator$155,274
CREATIVE PLANNING, LLC · Investment advisory (plan)$63,200

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$218,474 · 0.59%
2023$198,889 · 0.66%
2022$216,631 · 0.78%
Similar plansManufacturing · California
Rps Holdings, Inc CA$40.7M · 0.18%
Bal Seal Engineering, LLC CA$40.7M · 0.32%
F. Gavina & Sons, Inc. CA$40.3M · 0.40%
Quantumscape Battery, Inc. CA$39.9M · 0.05%
Neuropace, Inc. CA$39.7M · 0.12%
Statek Corporation CA$39.3M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201695946 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.