Plan Ledger DOL Form 5500 · updated monthly

Auto-Chlor System of Washington, Inc.401(k)

AUTO-CHLOR SYSTEM, INC. PROFIT SHARING AND 401(K) PLAN · MOUNTAIN VIEW, CA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Auto-Chlor System of Washington, Inc. reported $76,963 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $3,973 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 rose from 0.07% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,090th-largest of 9,483 plans among California employers on file, and the 145th of 2,096 in real estate & leasing. In 2024, the employer put in $1.21 for every $1.00 employees contributed themselves; active participation has grown from 737 to 942 since 2022.

Plan summary
Net assets, end of year$90,722,212
Participants with balances1,009
Active participants942
Employer contributions$3,742,440
Employee contributions$3,081,234
Employer contribution per active participant$3,973
Average account balance$89,913
Benefits paid to participants$7,875,598
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$90.7M · 1,009 accts · $3.7M emplr
2023$80.5M · 1,140 accts · $3.1M emplr
2022$66.7M · 1,086 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,667
Investment management$32,296
Total administrative$76,963
The Auto-Chlor System of Washington, Inc. 401(k) match · 2024
Employer contribution per active participant$3,973
Median for plans this size$3,635
2024$3,973 per active participant
2023$3,665 per active participant
2022$3,447 per active participant

Auto-Chlor System of Washington, 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 · 20245
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$39,790
RIVERSEDGE ADV RET SOLUTIONS, LLC · Recordkeeping · Loan processing$4,951
SILICON VALLEY RETIREMENT SERVICES · Investment advisory (plan)$32,296
CHARLES SCHWAB TRUST BANK · Custodial (securities)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024EPIC RPS, RIVERSEDGE ADV RET SOLUTIONS, LLC
2023RIVERSEDGE ADV RET SOLUTIONS, LLC

This plan has changed recordkeepers within these filings. If you left Auto-Chlor System of Washington, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$76,963 · 0.09%
2023$59,828 · 0.08%
2022$52,924 · 0.07%
Same employer
Similar plansReal Estate & Leasing · California
Anderson Holdings CA$117.4M · 0.14%
Castle & Cooke, Inc. CA$116.8M · 0.11%
Kilroy Realty Corporation CA$81.6M · 0.03%
Auction.com, LLC CA$76.7M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910832878 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.