Plan Ledger DOL Form 5500 · updated monthly

Bourns, Inc.401(k)

BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN · RIVERSIDE, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Bourns, Inc. reported $67,973 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,970 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 0.04% to 0.05%. 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 709th-largest of 9,483 plans among California employers on file, and the 1,430th of 13,661 in manufacturing. In 2024, employees put in $1.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$148,262,335
Participants with balances634
Active participants287
Employer contributions$2,574,472
Employee contributions$3,214,160
Employer contribution per active participant$8,970
Average account balance$233,852
Benefits paid to participants$13,273,530
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$148.3M · 634 accts · $2.6M emplr
2023$138.3M · 670 accts · $2.6M emplr
2022$125.3M · 671 accts · $3.5M emplr
The Bourns, Inc. 401(k) match · 2024
Employer contribution per active participant$8,970
Median for plans this size$3,635
2024$8,970 per active participant
2023$8,643 per active participant
2022$11,411 per active participant

Bourns, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$19,994
VANGUARD ADVISERS INC. · Investment advisory (participants)$48,994

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$67,973 · 0.05%
2023$62,356 · 0.05%
2022$58,205 · 0.04%
Same employer
Similar plansManufacturing · California
Georg Fischer Signet LLC CA$159.1M · 0.13%
Basic American, Inc. CA$158.6M · 0.33%
Sunpower Corporation CA$155.4M · 0.03%
Harmonic Inc. CA$154.3M · 0.02%
Psemi Corporation CA$147.9M · 0.04%
Power Integrations, Inc. CA$146.0M · 0.06%
Delicato Vineyards, LLC CA$145.8M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951747120 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.