Plan Ledger DOL Form 5500 · updated monthly

Bristol Farms, Inc.401(k)

BRISTOL FARMS, INC. 401(K) SAVINGS PLAN · CARSON, CA · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Bristol Farms, Inc. reported $202,566 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $207 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 0.28% to 0.45%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,878th-largest of 9,483 plans among California employers on file, and the 689th of 5,215 in retail trade. In 2024, employees put in $4.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$46,572,822
Participants with balances1,010
Active participants2,022
Employer contributions$418,192
Employee contributions$2,046,558
Employer contribution per active participant$207
Average account balance$46,112
Benefits paid to participants$5,192,632
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$46.6M · 1,010 accts · $418K emplr
2023$44.1M · 1,041 accts · $397K emplr
2022$39.6M · 763 accts · $751K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$114,977
Investment management$87,589
Total administrative$202,566
The Bristol Farms, Inc. 401(k) match · 2024
Employer contribution per active participant$207
Median for plans this size$2,416
2024$207 per active participant
2023$174 per active participant
2022$356 per active participant

Bristol Farms, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$114,976
MORGAN STANLEY SMITH BARNEY · Recordkeeping · Trustee$87,589
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, Morgan Stanley
2023ADP, Morgan Stanley

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

Administrative cost history3
2024$202,566 · 0.45%
2023$198,055 · 0.47%
2022$121,349 · 0.28%
Same employer
Similar plansRetail Trade · California
Prm Corporation CA$47.1M · 0.44%
Tillys CA$46.9M · 0.10%
Hansel Enterprises, Inc. CA$46.9M · 0.12%
Chevron Stations Inc. CA$46.6M · 0.05%
Boot Barn, Inc. CA$46.2M · 0.33%
Valence Media, LLC. CA$44.4M · 0.35%
A-Z Bus Sales, Inc. CA$44.3M · 0.12%
Del Grande Dealer Group CA$43.8M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953750445 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.