Plan Ledger DOL Form 5500 · updated monthly

Associated Lighting Representatives, IncESOP

ASSOCIATED LIGHTING REPRESENTATIVES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST · OAKLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Associated Lighting Representatives, Inc reported $487 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $48,684 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 rose from 0.000% to 0.001%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,012th-largest of 9,483 plans among California employers on file, and the 421st of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$98,786,731
Participants with balances154
Active participants152
Employer contributions$7,400,000
Employee contributions—
Employer contribution per active participant$48,684
Average account balance$641,472
Benefits paid to participants$6,957,953
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$98.8M · 154 accts · $7.4M emplr
2023$92.0M · 155 accts · $7.0M emplr
2022$86.6M · 150 accts · $6.4M emplr
Administrative expenses, itemized · 2024
Trustee / custodial$487
Total administrative$487
Employer contributions to the Associated Lighting Representatives, Inc plan · 2024
Employer contribution per active participant$48,684
Median for plans this size$3,635
2024$48,684 per active participant
2023$46,026 per active participant
2022$44,431 per active participant

Associated Lighting Representatives, Inc's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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.

Administrative cost history3
2024$487 · 0.00%
2023$355 · 0.00%
2022$404 · 0.00%
Same employer
Similar plansWholesale Trade · California
Sunkist Growers, Inc. CA$116.7M · 0.10%
M S International, Inc. CA$100.2M · 0.07%
Ariat International, Inc. CA$99.0M · 0.06%
Pricesmart, Inc. CA$95.2M · 0.04%
The Bobrick Corporation CA$92.1M · 0.17%
Jordano's, Inc. CA$90.3M · 0.04%
Rsd - Total Control CA$89.3M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942176054 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.