Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees Glaziers Individual Account Retirement PlanProfit-sharing plan

GLAZIERS INDIVIDUAL ACCOUNT RETIREMENT PLAN · DUBLIN, CA · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Board of Trustees Glaziers Individual Account Retirement Plan reported $895,671 in plan administrative expenses for 2024: 0.39% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,997 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 0.17% to 0.39%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 491st-largest of 9,483 plans among California employers on file, and the 1,021st of 13,661 in manufacturing.

Plan summary
Net assets, end of year$240,828,389
Participants with balances4,023
Active participants4,023
Employer contributions$16,078,563
Employee contributions—
Employer contribution per active participant$3,997
Average account balance$59,863
Benefits paid to participants$18,569,915
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$240.8M · 4,023 accts · $16.1M emplr
2023$224.1M · 4,304 accts · $17.3M emplr
2022$202.1M · 4,319 accts · $16.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$121,956
Investment management$253,727
Audit (IQPA)$19,253
Total administrative$895,671
Employer contributions to the Board of Trustees Glaziers Individual Account Retirement Plan plan · 2024
Employer contribution per active participant$3,997
Median for plans this size$3,635
2024$3,997 per active participant
2023$4,091 per active participant
2022$3,812 per active participant

Board of Trustees Glaziers Individual Account Retirement Plan's 2024 employer contribution ran above the $3,635 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 · 20246
JOHN HANCOCK RETIREMENT PL SERVICES · Recordkeeping$156,919
HEALTH SERVICES & BENEFIT ADMIN · Claims processing · Contract administrator$122,024
MORGAN STANLEY/GRAYSTONE CONSULTING · Investment advisory (plan) · Named fiduciary$96,808
SALTZMAN & JOHNSON LAW CORP · Legal$32,704
WITHUMSMITH+BROWN,PC · Accounting / audit$19,253
SEGAL SELECT INSURANCE SERVICES INCindirect comp

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

Recordkeeper by year2
2024HEALTH SERVICES & BENEFIT ADMIN, John Hancock
2023HEALTH SERVICES & BENEFIT ADMIN, John Hancock

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

Administrative cost history3
2024$895,671 · 0.39%
2023$460,280 · 0.22%
2022$336,120 · 0.17%
Similar plansManufacturing · California
Calportland Company CA$254.9M · 0.03%
Nuvasive, Inc. CA$252.8M · 0.18%
Penumbra, Inc. CA$246.2M · 0.30%
Hilmar Cheese Company CA$236.9M · 0.07%
Safran Cabin Inc. CA$235.3M · 0.14%
Pharmavite LLC CA$228.1M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 946559783 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.