Plan Ledger DOL Form 5500 · updated monthly

Balda C Brewer, Inc.401(k)

BALDA C BREWER 401(K) PLAN · ONTARIO, CA · plan year 2023

Reported admin expense ratio · 2023
0.52%

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

Balda C Brewer, Inc. reported $26,797 in plan administrative expenses for 2023: 0.52% of average plan assets, above the peer median. Employer contributions averaged $606 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 0.51% to 0.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (6,756th of 9,483), and 10,815th of 13,661 in manufacturing. In 2023, employees put in $2.72 for every $1.00 the employer contributed; active participation has shrunk from 669 to 263 since 2022.

Plan summary
Net assets, end of year$5,766,996
Participants with balances262
Active participants263
Employer contributions$159,500
Employee contributions$433,736
Employer contribution per active participant$606
Average account balance$22,011
Benefits paid to participants$369,875
Plan auditDisclaimer of opinion
AuditorPKC KUEBLER, APR
Plan history3
Yearassets · accounts · employer contribution
2024$5.6M · 160 accts · $135K emplr
2023$5.8M · 262 accts · $160K emplr
2022$4.5M · 177 accts · $142K emplr
Administrative expenses, itemized · 2023
Investment management$12,129
Total administrative$26,797
The Balda C Brewer, Inc. 401(k) match · 2023
Employer contribution per active participant$606
Median for plans this size$1,308
2024$1,584 per active participant
2023$606 per active participant
2022$212 per active participant

Balda C Brewer, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
TRANSAMERICA RET SOLUTIONS · Recordkeeping · Loan processing$14,736
STALKER & ASSOCIATES · Recordkeeping · Loan processingindirect comp
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$12,061

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

Recordkeeper by year2
2024STALKER & ASSOCIATES, Transamerica
2023STALKER & ASSOCIATES, Transamerica

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Administrative cost history3
2024$35,305 · 0.62%
2023$26,797 · 0.52%
2022$26,018 · 0.51%
Same employer
Similar plansManufacturing · California
Pulp Studio Inc. CA$5.9M · 0.82%
Material in Motion CA$5.8M · 0.42%
Saroyan Lumber Company CA$5.8M · 0.68%
Copan Diagnostics, Inc. CA$5.7M · 0.11%
One World Ventures, LLC CA$5.7M · 1.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952639255 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.