Plan Ledger DOL Form 5500 · updated monthly

Biagi Bros., Inc.401(k)

BIAGI BROS., INC. 401(K) PROFIT SHARING PLAN · NAPA, 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

Biagi Bros., Inc. reported $101,585 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $815 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 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 2,474th-largest of 9,483 plans among California employers on file, and the 514th of 2,677 in transportation & warehousing. In 2024, employees put in $3.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,424,895
Participants with balances447
Active participants632
Employer contributions$514,779
Employee contributions$1,582,456
Employer contribution per active participant$815
Average account balance$74,776
Benefits paid to participants$2,792,709
Plan auditUnmodified (clean) audit opinion
AuditorKOSMATKA DONNELLY & CO., LLP
Plan history3
Yearassets · accounts · employer contribution
2024$33.4M · 447 accts · $515K emplr
2023$30.1M · 458 accts · $512K emplr
2022$26.2M · 473 accts · $540K emplr
Administrative expenses, itemized · 2024
Investment management$101,585
Total administrative$101,585
The Biagi Bros., Inc. 401(k) match · 2024
Employer contribution per active participant$815
Median for plans this size$2,416
2024$815 per active participant
2023$764 per active participant
2022$776 per active participant

Biagi Bros., 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 · 20243
FINANCIAL ADVOCATES INVESTMENT · Investment advisory (plan)$55,845
EMPOWER ADVISORY GROUP, LLC · Investment management$45,740

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$101,585 · 0.32%
2023$89,297 · 0.32%
2022$89,655 · 0.31%
Same employer
Similar plansTransportation & Warehousing · California
Glovis America, Inc. CA$38.8M · 0.59%
Williams Tank Lines, LLC CA$37.5M · 0.44%
Bay Ship and Yacht Company CA$35.4M · 0.56%
Holliday Rock Co., Inc. CA$34.9M · 0.29%
Wedriveu, Inc. CA$32.8M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911395542 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.