Plan Ledger DOL Form 5500 · updated monthly

Bal Seal Engineering, LLC401(k)

BAL SEAL ENGINEERING, LLC SAVINGS AND INVESTMENT PLAN · FOOTHILL RANCH, CA · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Bal Seal Engineering, LLC reported $124,712 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $2,002 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 0.48% to 0.32%. 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 2,109th-largest of 9,483 plans among California employers on file, and the 3,636th of 13,661 in manufacturing. In 2024, employees put in $2.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,652,487
Participants with balances458
Active participants519
Employer contributions$1,039,137
Employee contributions$2,297,498
Employer contribution per active participant$2,002
Average account balance$88,761
Benefits paid to participants$3,328,416
Plan auditUnmodified (clean) audit opinion
AuditorWINDES
Plan history3
Yearassets · accounts · employer contribution
2024$40.7M · 458 accts · $1.0M emplr
2023$36.9M · 460 accts · $1.0M emplr
2022$33.4M · 453 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,656
Investment management$64,056
Total administrative$124,712
The Bal Seal Engineering, LLC 401(k) match · 2024
Employer contribution per active participant$2,002
Median for plans this size$2,416
2024$2,002 per active participant
2023$1,838 per active participant
2022$1,962 per active participant

Bal Seal Engineering, 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
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$64,056

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$124,712 · 0.32%
2023$166,978 · 0.48%
2022$176,080 · 0.48%
Similar plansManufacturing · California
Avid Bioservices, Inc. CA$40.8M · 0.24%
Myovant Sciences, Inc. CA$40.8M · 0.01%
Rps Holdings, Inc CA$40.7M · 0.18%
F. Gavina & Sons, Inc. CA$40.3M · 0.40%
Quantumscape Battery, Inc. CA$39.9M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952454094 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.