Plan Ledger DOL Form 5500 · updated monthly

Barta - Schoenewald, Inc. dba Advanced Motion Controls401(k)

ADVANCED MOTION CONTROLS 401(K) PLAN · CAMARILLO, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Barta - Schoenewald, Inc. dba Advanced Motion Controls reported $22,155 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $2,055 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 3 years on file its reported administrative ratio has held roughly steady near 0.126%. 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 3,791st-largest of 9,483 plans among California employers on file, and the 6,149th of 13,661 in manufacturing. In 2024, employees put in $4.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,837,437
Participants with balances114
Active participants114
Employer contributions$234,291
Employee contributions$1,016,550
Employer contribution per active participant$2,055
Average account balance$165,241
Benefits paid to participants$1,131,921
Plan auditUnmodified (clean) audit opinion
AuditorDAVID L BUCK, CPA
Plan history3
Yearassets · accounts · employer contribution
2024$18.8M · 114 accts · $234K emplr
2023$16.3M · 110 accts · $240K emplr
2022$14.1M · 114 accts · $236K emplr
Administrative expenses, itemized · 2024
Investment management$25,473
Total administrative$22,155
The Barta - Schoenewald, Inc. dba Advanced Motion Controls 401(k) match · 2024
Employer contribution per active participant$2,055
Median for plans this size$2,416
2024$2,055 per active participant
2023$1,936 per active participant
2022$1,921 per active participant

Barta - Schoenewald, Inc. dba Advanced Motion Controls'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
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$11,934
RAYMOND JAMES AND ASSOCIATES, INC. · Investment advisory (plan)$10,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$22,155 · 0.13%
2023$21,129 · 0.14%
2022$20,457 · 0.13%
Same employer
Similar plansManufacturing · California
Crenshaw Lumber Co., Inc. CA$18.9M · 0.48%
Betts Company CA$18.9M · 0.35%
Ampro Computer, Inc. CA$18.8M · 0.51%
California Supply, Inc. CA$18.8M · 0.03%
Razor USA, LLC CA$18.8M · 0.55%
Ink Systems, Inc. CA$18.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954188955 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.