Plan Ledger DOL Form 5500 · updated monthly

Aztec Landscaping Inc401(k)

AZTEC LANDSCAPING INC 401(K) PROFIT SHARING PLAN & TRUST · LEMON GROVE, CA · plan year 2024

Reported admin expense ratio · 2024
3.34%

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

Aztec Landscaping Inc reported $28,279 in plan administrative expenses for 2024: 3.34% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 4.71% to 3.34%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (8,848th of 9,483), and 13,280th of 13,661 in manufacturing. active participation has grown from 287 to 407 since 2022.

Plan summary
Net assets, end of year$972,385
Participants with balances513
Active participants407
Employer contributions$0
Employee contributions$271,410
Employer contribution per active participant$0
Average account balance$1,895
Benefits paid to participants$46,822
Plan auditUnmodified (clean) audit opinion
AuditorMELETIS & MUNSCH, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$972K · 513 accts
2023$721K · 451 accts
2022$469K · 387 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,334
Investment management$6,085
Trustee / custodial$860
Total administrative$28,279
The Aztec Landscaping Inc 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$540

Aztec Landscaping Inc's 2024 employer contribution ran below the $540 median for plans its size, in the bottom 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.

Service providers · 20242
PAYCHEX, INC. · Recordkeeping$17,342
401K GENERATION INC. · Investment advisory (participants)$5,615

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

Recordkeeper by year2
2024Paychex
2023Paychex

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$28,279 · 3.34%
2023$22,259 · 3.74%
2022$18,232 · 4.71%
Similar plansManufacturing · California
Corona Millworks Company CA$1.0M · 1.00%
Lynam Industries, Inc. CA$976K · 0.04%
Anlin Industries CA$897K · 0.30%
5TH Axis Inc CA$855K · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330503963 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.