Plan Ledger DOL Form 5500 · updated monthly

California Box Company401(k)

CALIFORNIA BOX COMPANY 401K PROFIT SHARING PLAN · SANTA FE SPRINGS, CA · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

California Box Company reported $23,187 in plan administrative expenses for 2024: 0.34% of average plan assets, below the peer median. Employer contributions averaged $456 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 0.37% to 0.34%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (6,223rd of 9,483), and 9,958th of 13,661 in manufacturing. In 2024, employees put in $2.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,377,071
Participants with balances148
Active participants404
Employer contributions$184,397
Employee contributions$504,458
Employer contribution per active participant$456
Average account balance$49,845
Benefits paid to participants$233,613
Plan auditUnmodified (clean) audit opinion
AuditorSINGERLEWALK LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.4M · 148 accts · $184K emplr
2023$6.3M · 147 accts · $167K emplr
2022$5.6M · 151 accts · $149K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,187
Total administrative$23,187
The California Box Company 401(k) match · 2024
Employer contribution per active participant$456
Median for plans this size$1,313
2024$456 per active participant
2023$441 per active participant
2022$350 per active participant

California Box Company'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
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$23,187

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$23,187 · 0.34%
2023$25,118 · 0.42%
2022$21,823 · 0.37%
Similar plansManufacturing · California
Nanostone Water, Inc. CA$7.4M · 0.70%
Swisstex California, Inc. CA$7.4M · 0.40%
Fmi Aerostructures, LLC CA$7.4M · 0.55%
Korrus Inc CA$7.4M · 0.29%
All Access Apparel, Inc. CA$7.4M · 0.01%
Vital Connect, Inc. CA$7.4M · 0.11%
Gt's Living Foods, LLC CA$7.3M · 1.10%
Haco U.S. CA$7.3M · 0.44%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 953901917 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.