Plan Ledger DOL Form 5500 · updated monthly

Barnum and Celillo Electric, Inc401(k)

BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN · SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.81%

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

Barnum and Celillo Electric, Inc reported $139,644 in plan administrative expenses for 2024: 0.81% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,343 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 0.72% to 0.81%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 3,883rd-largest of 9,483 plans among California employers on file, and the 2,169th of 5,337 in construction. In 2024, employees put in $2.25 for every $1.00 the employer contributed; active participation has grown from 265 to 298 since 2022.

Plan summary
Net assets, end of year$18,143,803
Participants with balances491
Active participants298
Employer contributions$400,092
Employee contributions$899,945
Employer contribution per active participant$1,343
Average account balance$36,953
Benefits paid to participants$1,135,224
Plan auditUnmodified (clean) audit opinion
AuditorBFBA, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$18.1M · 491 accts · $400K emplr
2023$16.5M · 494 accts · $262K emplr
2022$14.6M · 460 accts · $285K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,943
Investment management$49,593
Audit (IQPA)$9,108
Total administrative$139,644
The Barnum and Celillo Electric, Inc 401(k) match · 2024
Employer contribution per active participant$1,343
Median for plans this size$2,416
2024$1,343 per active participant
2023$1,042 per active participant
2022$1,077 per active participant

Barnum and Celillo Electric, Inc'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 · 20243
TRANSAMERICA FINANCIAL LIFE INS CO · Recordkeeping · Loan processing$80,943
MERRILL LYNCH · Investment advisory (plan)$49,593
BROWN, FINK, BOYCE & ASTLE · Accounting / audit$9,108

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$139,644 · 0.81%
2023$128,868 · 0.83%
2022$112,569 · 0.72%
Same employer
Similar plansConstruction · California
Centric Construction, Inc. CA$18.6M · 0.68%
Ampam Parks Mechanical,Inc. CA$17.5M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680227342 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.