Plan Ledger DOL Form 5500 · updated monthly

Brewery X, LLC401(k)

BREWERY X 401(K) PLAN · ANAHEIM, CA · plan year 2024

Reported admin expense ratio · 2024
1.06%

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

Brewery X, LLC reported $8,541 in plan administrative expenses for 2024: 1.06% of average plan assets, above the peer median. Employer contributions averaged $1,223 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 1 year on file its reported administrative ratio rose from 0.38% to 1.06%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (8,801st of 9,483), and 13,250th of 13,661 in manufacturing. In 2024, employees put in $2.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,063,087
Participants with balances133
Active participants136
Employer contributions$166,346
Employee contributions$367,064
Employer contribution per active participant$1,223
Average account balance$7,993
Benefits paid to participants$100,480
Plan auditUnmodified (clean) audit opinion
AuditorSTEPHENS, REIDINGER & BELLER LLP
Plan history2
Yearassets · accounts · employer contribution
2024$1.1M · 133 accts · $166K emplr
2023$541K · 126 accts · $121K emplr
Administrative expenses, itemized · 2024
Investment management$8,541
Total administrative$8,541
The Brewery X, LLC 401(k) match · 2024
Employer contribution per active participant$1,223
Median for plans this size$540
2024$1,223 per active participant
2023$982 per active participant

Brewery X, LLC's 2024 employer contribution ran above the $540 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 · 20241
DALIA BADAJOS · Investment advisory (plan)$5,826

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

Administrative cost history2
2024$8,541 · 1.06%
2023$2,061 · 0.38%
Same employer
Similar plansManufacturing · California
9TO5 Seating LLC CA$1.1M · 1.39%
Marathon Industries, Inc. CA$1.1M · 1.37%
Los Angeles Apparel, Inc. CA$1.1M · 6.34%
3DEO Inc CA$1.0M · 0.40%
Corona Millworks Company CA$1.0M · 1.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831250524 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.