Plan Ledger DOL Form 5500 · updated monthly

Cal-State Auto Parts, Inc.Profit-sharing plan

CAL-STATE AUTO PARTS, INC. PROFIT SHARING PLAN AND TRUST · ANAHEIM, CA · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Cal-State Auto Parts, Inc. reported $9,700 in plan administrative expenses for 2024: 0.39% of average plan assets, below the peer median. Employer contributions averaged $232 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 0.46% to 0.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (8,013th of 9,483), and 3,974th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$2,660,024
Participants with balances272
Active participants259
Employer contributions$60,000
Employee contributions—
Employer contribution per active participant$232
Average account balance$9,780
Benefits paid to participants$214,125
Plan auditUnmodified (clean) audit opinion
AuditorJP REUBEN, CPA, ACC
Plan history3
Yearassets · accounts · employer contribution
2024$2.7M · 272 accts · $60K emplr
2023$2.3M · 279 accts · $50K emplr
2022$2.4M · 419 accts · $50K emplr
Administrative expenses, itemized · 2024
Investment management$9,700
Total administrative$9,700
Employer contributions to the Cal-State Auto Parts, Inc. plan · 2024
Employer contribution per active participant$232
Median for plans this size$1,313
2024$232 per active participant
2023$194 per active participant
2022$199 per active participant

Cal-State Auto Parts, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20241
STIFEL NOCOLAUS & COMPANY · Investment management$9,700

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$9,700 · 0.39%
2023$10,160 · 0.44%
2022$11,841 · 0.46%
Same employer
Similar plansWholesale Trade · California
C.W. Brower, Inc. CA$3.0M · 1.19%
Redwood Oil Company, Inc. CA$2.9M · 0.64%
Cwd, LLC CA$2.9M · 1.14%
Kitayama Brothers, Inc. CA$2.7M · 0.53%
Loewy Enterprises CA$2.6M · 0.11%
Earl's Organic Produce CA$2.4M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952741714 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.