Plan Ledger DOL Form 5500 · updated monthly

Cal Coast Machinery, Inc.401(k)

CAL COAST MACHINERY, INC. 401(K) PROFIT SHARING PLAN · SANTA MARIA, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Cal Coast Machinery, Inc. reported $3,850 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,267 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 0.04% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (4,748th of 9,483), and the 933rd of 2,096 in real estate & leasing. In 2024, employees put in $4.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,035,192
Participants with balances176
Active participants116
Employer contributions$146,933
Employee contributions$591,949
Employer contribution per active participant$1,267
Average account balance$74,064
Benefits paid to participants$271,006
Plan auditUnmodified (clean) audit opinion
AuditorBARTLETT, PRINGLE & WOLF, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.0M · 176 accts · $147K emplr
2023$11.4M · 160 accts · $131K emplr
2022$10.1M · 142 accts · $136K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,850
Total administrative$3,850
The Cal Coast Machinery, Inc. 401(k) match · 2024
Employer contribution per active participant$1,267
Median for plans this size$2,416
2024$1,267 per active participant
2023$1,224 per active participant
2022$1,158 per active participant

Cal Coast Machinery, Inc.'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 · 20242
GLOBAL RETIREMENT PARTNERS LLCindirect comp
TRUOG-RYDING COMPANY INC · Other servicesindirect 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
2024$3,850 · 0.03%
2023$1,655 · 0.02%
2022$4,025 · 0.04%
Same employer
Similar plansReal Estate & Leasing · California
National Funding, Inc. CA$14.1M · 0.58%
Side Inc. CA$13.4M · 0.48%
Pacific Union Company CA$12.9M · 0.03%
Pacifica Hotel Company CA$12.6M · 0.82%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 953058711 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.