Plan Ledger DOL Form 5500 · updated monthly

Bodega Latina Corporation401(k)

BODEGA LATINA 401(K) RETIREMENT AND SAVINGS PLAN · COMMERCE, CA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Bodega Latina Corporation reported $20,843 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $0 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 fell from 0.55% to 0.29%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (5,943rd of 9,483), and 2,982nd of 5,215 in retail trade. In 2024, employees put in $437.06 for every $1.00 the employer contributed; active participation has grown from 8,155 to 9,200 since 2022.

Plan summary
Net assets, end of year$8,267,847
Participants with balances413
Active participants9,200
Employer contributions$4,069
Employee contributions$1,778,408
Employer contribution per active participant$0
Average account balance$20,019
Benefits paid to participants$538,573
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.3M · 413 accts · $4K emplr
2023$6.3M · 374 accts
2022$4.2M · 376 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,843
Total administrative$20,843
The Bodega Latina Corporation 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Bodega Latina Corporation'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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$20,843
WEALTH MANAGEMENT SYSTEMS INC · Other servicesindirect 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$20,843 · 0.29%
2023$23,774 · 0.45%
2022$22,302 · 0.55%
Same employer
Similar plansRetail Trade · California
Dalton Motors Sd, LLC CA$8.4M · 0.57%
Cowbell Cyber Inc CA$8.4M · 0.10%
Hpm Auto Group CA$8.3M · 0.08%
Sacramento Motorcars, LLC CA$8.2M · 1.13%
Puente Hills Hyundai, LLC CA$8.0M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954517472 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.