Plan Ledger DOL Form 5500 · updated monthly

C. J. Segerstrom & Sons401(k)

C.J. SEGERSTROM & SONS 401(K) SAVINGS & INVESTMENT PLAN · COSTA MESA, CA · plan year 2024

Employer contribution per participant · 2024
$5,532

C. J. Segerstrom & Sons's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $76,661,492 across 475 participant accounts, with employer contributions averaging $5,532 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio fell from 0.03% to 0.00%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,235th-largest of 9,483 plans among California employers on file, and the 173rd of 2,096 in real estate & leasing. In 2024, employees put in $1.11 for every $1.00 the employer contributed; active participation has grown from 298 to 355 since 2022.

Plan summary
Net assets, end of year$76,661,492
Participants with balances475
Active participants355
Employer contributions$1,963,878
Employee contributions$2,186,431
Employer contribution per active participant$5,532
Average account balance$161,393
Benefits paid to participants$3,156,151
Plan auditUnmodified (clean) audit opinion
AuditorTHOMAS H. RIDGE, CPA
Plan history3
Yearassets · accounts · employer contribution
2024$76.7M · 475 accts · $2.0M emplr
2023$66.3M · 413 accts · $1.8M emplr
2022$58.1M · 386 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Investment management$8,405
Total administrative-$1,813
The C. J. Segerstrom & Sons 401(k) match · 2024
Employer contribution per active participant$5,532
Median for plans this size$3,635
2024$5,532 per active participant
2023$6,235 per active participant
2022$5,928 per active participant

C. J. Segerstrom & Sons's 2024 employer contribution ran above the $3,635 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.

Service providers · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$8,405
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history3
2024Not separately reported
2023$294 · 0.00%
2022$21,996 · 0.03%
Same employer
Similar plansReal Estate & Leasing · California
Kilroy Realty Corporation CA$81.6M · 0.03%
Auction.com, LLC CA$76.7M · 0.08%
Orange Coast Title Company CA$73.2M · 0.49%
Lewis Management Corp. CA$72.0M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951877493 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.