Plan Ledger DOL Form 5500 · updated monthly

Arden Group, Inc.401(k)

GELSON'S MARKETS 401(K) PLAN · SANTA FE SPRINGS, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Arden Group, Inc. reported $40,612 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,192 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 0.07% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 1,194th-largest of 9,483 plans among California employers on file, and the 445th of 5,215 in retail trade. In 2024, employees put in $1.81 for every $1.00 the employer contributed; active participation has shrunk from 204 to 166 since 2022.

Plan summary
Net assets, end of year$80,326,604
Participants with balances298
Active participants166
Employer contributions$695,852
Employee contributions$1,257,135
Employer contribution per active participant$4,192
Average account balance$269,552
Benefits paid to participants$10,221,917
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$80.3M · 298 accts · $696K emplr
2023$75.3M · 274 accts · $905K emplr
2022$62.0M · 306 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,614
Investment management$31,998
Total administrative$40,612
The Arden Group, Inc. 401(k) match · 2024
Employer contribution per active participant$4,192
Median for plans this size$3,635
2024$4,192 per active participant
2023$5,352 per active participant
2022$6,120 per active participant

Arden Group, Inc.'s 2024 employer contribution ran above the $3,635 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
RBC CAPITAL MARKETS LLC · Investment advisory (plan)$31,998
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$8,614

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$40,612 · 0.05%
2023$39,812 · 0.06%
2022$48,604 · 0.07%
Similar plansRetail Trade · California
Galpin Motors, Inc. CA$87.3M · 0.20%
Paq, Inc. dba Food 4 Less CA$85.1M · 0.03%
Keyes Motors, Inc. CA$84.0M · 0.11%
Mobis Parts America, LLC CA$81.2M · 0.26%
World Market, LLC CA$78.7M · 0.19%
99 Cents Only Stores LLC CA$72.5M · 0.23%
Fresno Truck Center CA$71.0M · 0.72%
Newegg Inc. CA$67.2M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953163136 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.