Plan Ledger DOL Form 5500 · updated monthly

Cal-Comp USA401(k)

CAL-COMP USA 401(K) AND PROFIT SHARING PLAN · CARLSBAD, 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-Comp USA reported $3,313 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,651 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 manufacturing employers. By assets it is among the smaller plans on file in California (5,169th of 9,483), and 8,321st of 13,661 in manufacturing. In 2024, employees put in $2.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,119,075
Participants with balances146
Active participants76
Employer contributions$125,486
Employee contributions$318,531
Employer contribution per active participant$1,651
Average account balance$76,158
Benefits paid to participants$1,860,757
Plan auditUnmodified (clean) audit opinion
AuditorAUDIT AND TAX SOLUTIONS CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$11.1M · 146 accts · $125K emplr
2023$10.4M · 154 accts · $171K emplr
2022$9.0M · 157 accts · $182K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,775
Investment management$538
Total administrative$3,313
The Cal-Comp USA 401(k) match · 2024
Employer contribution per active participant$1,651
Median for plans this size$2,416
2024$1,651 per active participant
2023$2,436 per active participant
2022$2,338 per active participant

Cal-Comp USA'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,775

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$3,313 · 0.03%
2023$2,187 · 0.02%
2022$4,049 · 0.04%
Similar plansManufacturing · California
Morton Grinding, Inc. CA$11.2M · 0.22%
The Carpenter Group CA$11.2M · 1.01%
Heinzen, LLC CA$11.1M · 0.45%
Spates Fabricators, Inc. CA$11.1M · 0.50%
Plastikon Industries, Inc. CA$11.1M · 0.82%
Diamond Foundry, Inc. CA$11.1M · 0.08%
Harv 81 USA, Inc. CA$11.0M · 0.55%
Monster, Inc. CA$11.0M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953624430 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.