Plan Ledger DOL Form 5500 · updated monthly

Breville USA, Inc.401(k)

BREVILLE USA, INC. 401(K) RETIREMENT PLAN · TORRANCE, CA · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Breville USA, Inc. reported $83,210 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,228 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 0.62% to 0.53%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 3,941st-largest of 9,483 plans among California employers on file, and the 2,096th of 4,246 in wholesale trade. In 2024, employees put in $2.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,781,666
Participants with balances298
Active participants257
Employer contributions$829,543
Employee contributions$1,980,484
Employer contribution per active participant$3,228
Average account balance$59,670
Benefits paid to participants$1,277,536
Plan auditUnmodified (clean) audit opinion
AuditorDAVID L BUCK CPA
Plan history3
Yearassets · accounts · employer contribution
2024$17.8M · 298 accts · $830K emplr
2023$13.8M · 289 accts · $795K emplr
2022$9.4M · 298 accts · $700K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,049
Investment management$33,161
Total administrative$83,210
The Breville USA, Inc. 401(k) match · 2024
Employer contribution per active participant$3,228
Median for plans this size$2,416
2024$3,228 per active participant
2023$3,369 per active participant
2022$2,870 per active participant

Breville USA, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
PENSIONMARK FINANCIAL GROUP, LLC · Recordkeeping · Trustee$44,772
ADP, INC. · Loan processing · Recordkeeping$38,437
ADP BROKER-DEALERindirect 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
2024ADP, PENSIONMARK FINANCIAL GROUP, LLC
2023ADP, PENSIONMARK FINANCIAL GROUP, LLC

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

Administrative cost history3
2024$83,210 · 0.53%
2023$70,165 · 0.60%
2022$58,019 · 0.62%
Same employer
Similar plansWholesale Trade · California
Calico Brands, Inc. CA$18.0M · 0.47%
Pacific Cheese Co., Inc. CA$17.9M · 0.38%
Dohan Inc. CA$17.8M · 0.04%
Gold Star Foods CA$17.6M · 0.96%
Feit Electric Company, Inc. CA$17.3M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954234740 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.