Plan Ledger DOL Form 5500 · updated monthly

Belshire Environmental Services, Inc.401(k)

BELSHIRE ENVIRONMENTAL SERVICES, INC. 401(K) PROFIT SHARING PLAN · FOOTHILL RANCH, CA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Belshire Environmental Services, Inc. reported $31,441 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $1,174 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 0.08% to 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 3,807th-largest of 9,483 plans among California employers on file, and the 648th of 2,534 in administrative & support services. In 2024, employees put in $6.22 for every $1.00 the employer contributed; active participation has grown from 111 to 139 since 2022.

Plan summary
Net assets, end of year$18,681,333
Participants with balances175
Active participants139
Employer contributions$163,236
Employee contributions$1,015,470
Employer contribution per active participant$1,174
Average account balance$106,750
Benefits paid to participants$1,406,764
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.7M · 175 accts · $163K emplr
2023$16.8M · 185 accts · $149K emplr
2022$14.1M · 153 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,620
Trustee / custodial$17,821
Total administrative$31,441
The Belshire Environmental Services, Inc. 401(k) match · 2024
Employer contribution per active participant$1,174
Median for plans this size$2,416
2024$1,174 per active participant
2023$1,007 per active participant

Belshire Environmental Services, Inc.'s 2024 employer contribution ran below the $2,416 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
TRI-AD ACTUARIES, INC. · Contract administrator · Loan processing$13,620

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$31,441 · 0.18%
2023$35,872 · 0.23%
2022$12,670 · 0.08%
Same employer
Similar plansAdministrative & Support Services · California
Traffic Management, Inc. CA$19.4M · 0.56%
Envent Corporation CA$19.3M · 0.62%
Staffing Partners Holdings CA$19.3M · 1.13%
Crosscheck, Inc. CA$18.5M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330466005 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.