Plan Ledger DOL Form 5500 · updated monthly

Britz, Inc.401(k)

BRITZ, INC. 401(K) PLAN · FRESNO, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Britz, Inc. reported $2,634 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,943 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 0.00% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 4,573rd-largest of 9,483 plans among California employers on file, and the 356th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.90 for every $1.00 the employer contributed; active participation has shrunk from 255 to 100 since 2022.

Plan summary
Net assets, end of year$13,996,527
Participants with balances177
Active participants100
Employer contributions$194,288
Employee contributions$369,917
Employer contribution per active participant$1,943
Average account balance$79,076
Benefits paid to participants$906,589
Plan auditDisclaimer of opinion
AuditorBAKER, CHI & PARKEY
Plan history3
Yearassets · accounts · employer contribution
2024$14.0M · 177 accts · $194K emplr
2023$12.9M · 193 accts · $199K emplr
2022$12.2M · 231 accts · $424K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,634
Total administrative$2,634
The Britz, Inc. 401(k) match · 2024
Employer contribution per active participant$1,943
Median for plans this size$2,416
2024$1,943 per active participant
2023$1,450 per active participant
2022$1,663 per active participant

Britz, Inc.'s 2024 employer contribution ran below 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 · 20242
EMPOWER ANNUITY INSURANCE COMPANY O · Contract administrator · Recordkeeping$2,634
WELLS FARGO ADVISORS FIN NETWORK LL · Securities brokerageindirect 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
2024Empower
2023Prudential

This plan has changed recordkeepers within these filings. If you left Britz, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$2,634 · 0.02%
2023$290 · 0.00%
2022$415 · 0.00%
Same employer
Similar plansAgriculture, Forestry & Fishing · California
Vino Farms, LLC CA$14.3M · 0.53%
Mann Packing Co., Inc. CA$13.6M · 0.67%
V. Sangiacomo & Sons CA$12.8M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941116996 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.