Plan Ledger DOL Form 5500 · updated monthly

C. Overaa & Co.401(k)

C. OVERAA & CO. PROFIT SHARING 401(K) PLAN · RICHMOND, CA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

C. Overaa & Co. reported $51,209 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $11,167 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 0.09% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 1,666th-largest of 9,483 plans among California employers on file, and the 991st of 5,337 in construction. In 2024, employees put in $1.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$54,051,084
Participants with balances216
Active participants159
Employer contributions$1,775,550
Employee contributions$1,897,297
Employer contribution per active participant$11,167
Average account balance$250,237
Benefits paid to participants$2,351,430
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$54.1M · 216 accts · $1.8M emplr
2023$46.5M · 212 accts · $1.6M emplr
2022$39.2M · 201 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,257
Audit (IQPA)$20,952
Total administrative$51,209
The C. Overaa & Co. 401(k) match · 2024
Employer contribution per active participant$11,167
Median for plans this size$3,635
2024$11,167 per active participant
2023$9,886 per active participant
2022$7,817 per active participant

C. Overaa & Co.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20242
T ROWE PRICE RPS INC · Recordkeeping · Trustee$30,257
SILICON VALLEY ACCOUNTANCY · Accounting / audit$20,952

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$51,209 · 0.10%
2023$35,897 · 0.08%
2022$36,436 · 0.09%
Same employer
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Severson Group, Inc. CA$57.7M · 0.00%
Glacier Northwest, Inc. CA$56.2M · 0.10%
Ks Industries, LP CA$54.9M · 0.51%
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Source: U.S. Department of Labor, Form 5500 series, EIN 941127348 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.