Plan Ledger DOL Form 5500 · updated monthly

C & L Refrigeration Corporation401(k)

C & L REFRIGERATION CO. 401(K) RETIREMENT PLAN · FULLERTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

C & L Refrigeration Corporation reported $37,587 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $900 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 3 years on file its reported administrative ratio has held roughly steady near 0.295%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 4,648th-largest of 9,483 plans among California employers on file, and the 2,628th of 5,337 in construction. In 2024, employees put in $7.91 for every $1.00 the employer contributed; active participation has grown from 116 to 134 since 2022.

Plan summary
Net assets, end of year$13,599,287
Participants with balances172
Active participants134
Employer contributions$120,659
Employee contributions$954,849
Employer contribution per active participant$900
Average account balance$79,066
Benefits paid to participants$1,263,140
Plan auditUnmodified (clean) audit opinion
AuditorYOUNGER & CO CPA
Plan history3
Yearassets · accounts · employer contribution
2024$13.6M · 172 accts · $121K emplr
2023$11.9M · 161 accts · $126K emplr
2022$10.2M · 149 accts · $117K emplr
Administrative expenses, itemized · 2024
Investment management$37,587
Total administrative$37,587
The C & L Refrigeration Corporation 401(k) match · 2024
Employer contribution per active participant$900
Median for plans this size$2,416
2024$900 per active participant
2023$989 per active participant
2022$1,009 per active participant

C & L Refrigeration Corporation'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
BAKER TILLY VIRCHOW KRAUSE, LLP · Investment advisory (plan)$31,403
EMPOWER ADVISORY GROUP, LLC · Investment management$6,184

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

Administrative cost history3
2024$37,587 · 0.30%
2023$32,106 · 0.29%
2022$32,213 · 0.30%
Same employer
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S.R. Freeman, Inc. CA$13.8M · 0.62%
Sonray Solar, Inc. CA$13.7M · 0.55%
Southland Paving Inc. CA$13.7M · 0.63%
Toro Enterprises, Inc. CA$13.5M · 0.30%
The Spanos Corporation CA$13.4M · 0.17%
Park West Landscape, Inc. CA$13.3M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953259945 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.