Plan Ledger DOL Form 5500 · updated monthly

C.G. Roxane401(k)

C.G. ROXANE 401(K) PLAN · OLANCHA, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

C.G. Roxane reported $82,550 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $1,472 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 0.31% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,578th-largest of 9,483 plans among California employers on file, and the 4,323rd of 13,661 in manufacturing. In 2024, employees put in $2.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,561,557
Participants with balances307
Active participants388
Employer contributions$571,135
Employee contributions$1,556,851
Employer contribution per active participant$1,472
Average account balance$102,806
Benefits paid to participants$2,497,652
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITHBROWN PC
Plan history3
Yearassets · accounts · employer contribution
2024$31.6M · 307 accts · $571K emplr
2023$28.1M · 291 accts · $541K emplr
2022$23.2M · 280 accts · $495K emplr
The C.G. Roxane 401(k) match · 2024
Employer contribution per active participant$1,472
Median for plans this size$2,416
2024$1,472 per active participant
2023$1,398 per active participant
2022$1,323 per active participant

C.G. Roxane'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 · 20244
MERCER INVESTMENT MANAGEMENT, INC. · Recordkeeping · Pension consulting$52,384
ADP, INC. · Recordkeeping$39,249
WITHUMSMITHBROWN, PC · Recordkeeping · Pension consulting$16,588
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, MERCER INVESTMENT MANAGEMENT, INC., WITHUMSMITHBROWN, PC
2023ADP, MERCER, MERCER INVESTMENT MANAGEMENT, INC., WITHUMSMITHBROWN, PC

This plan has changed recordkeepers within these filings. If you left C.G. Roxane 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$82,550 · 0.28%
2023$87,471 · 0.34%
2022$76,567 · 0.31%
Same employer
Similar plansManufacturing · California
Weber Metals, Inc. CA$32.1M · 0.36%
Traditional Medicinals, Inc CA$31.8M · 0.33%
Lockwood Industries, LLC CA$31.7M · 0.29%
Skydio Inc. CA$31.4M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680207100 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.