Plan Ledger DOL Form 5500 · updated monthly

Cali Bamboo, LLC401(k)

CALI BAMBOO, LLC 401(K) PROFIT SHARING PLAN · ENCINITAS, CA · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Cali Bamboo, LLC reported $89,898 in plan administrative expenses for 2024: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,195 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 0.60% to 0.55%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 3,855th-largest of 9,483 plans among California employers on file, and the 1,119th of 3,341 in other services. In 2024, employees put in $2.15 for every $1.00 the employer contributed; active participation has grown from 108 to 243 since 2022.

Plan summary
Net assets, end of year$18,329,090
Participants with balances241
Active participants243
Employer contributions$776,469
Employee contributions$1,668,882
Employer contribution per active participant$3,195
Average account balance$76,054
Benefits paid to participants$932,087
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.3M · 241 accts · $776K emplr
2023$14.5M · 254 accts · $770K emplr
2022$7.0M · 149 accts · $424K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$89,898
Total administrative$89,898
The Cali Bamboo, LLC 401(k) match · 2024
Employer contribution per active participant$3,195
Median for plans this size$2,416
2024$3,195 per active participant
2023$2,907 per active participant
2022$3,924 per active participant

Cali Bamboo, LLC's 2024 employer contribution ran above 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 · 20243
SAN DIEGO PENSION CONSULTANTS · Contract administrator$12,624
PARK AVENUE SECURITIES · Insurance broker · Insurance 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$89,898 · 0.55%
2023$71,517 · 0.66%
2022$43,745 · 0.60%
Same employer
Similar plansOther Services · California
Frasco, Inc. CA$18.8M · 0.07%
Anonymous Content, LLC CA$18.3M · 0.44%
Jonathan Club CA$18.3M · 0.24%
Bold North America, LLC CA$17.5M · 0.38%
Human Services Association CA$17.4M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203050842 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.