Plan Ledger DOL Form 5500 · updated monthly

Blazerwilkinsongee, LLC401(k)

BLAZERWILKINSONGEE, LLC 401(K) PROFIT SHARING PLAN AND TRUST · SPRECKELS, CA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Blazerwilkinsongee, LLC reported $5,624 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $172 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 0.06% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in California (6,138th of 9,483), and 532nd of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.84 for every $1.00 the employer contributed; active participation has grown from 824 to 1,569 since 2022.

Plan summary
Net assets, end of year$7,626,428
Participants with balances162
Active participants1,569
Employer contributions$270,331
Employee contributions$496,281
Employer contribution per active participant$172
Average account balance$47,077
Benefits paid to participants$1,222,152
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 162 accts · $270K emplr
2023$7.3M · 168 accts · $306K emplr
2022$6.4M · 157 accts · $279K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,025
Investment management$1,068
Total administrative$5,624
The Blazerwilkinsongee, LLC 401(k) match · 2024
Employer contribution per active participant$172
Median for plans this size$1,313
2024$172 per active participant
2023$224 per active participant
2022$338 per active participant

Blazerwilkinsongee, LLC's 2024 employer contribution ran below the $1,313 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
VOYA RETIREMENT INSU AND ANNUITY CO · Investment advisory (participants)$117
GLOBAL RETIREMENT PARTNERS LLCindirect 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$5,624 · 0.08%
2023$4,122 · 0.06%
2022$3,285 · 0.06%
Similar plansAgriculture, Forestry & Fishing · California
Bidart Bros. CA$8.0M · 0.56%
Rivermaid Trading Company CA$7.9M · 0.54%
Robinson Enterprises Inc CA$7.7M · 0.81%
Four Star Management, LLC CA$7.5M · 0.84%
Greenheart Farms, Inc. CA$7.2M · 0.41%
Lmr Services LLC CA$7.0M · 0.52%
Sunridge Nurseries, Inc. CA$6.8M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200222339 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.