Plan Ledger DOL Form 5500 · updated monthly

California Dairies, Inc.401(k)

CALIFORNIA DAIRIES, INC. 401(K) SAVINGS PLAN · VISALIA, CA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

California Dairies, Inc. reported $176,712 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $6,241 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 3 years on file its reported administrative ratio has held roughly steady near 0.171%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 945th-largest of 9,483 plans among California employers on file, and the 1,817th of 13,661 in manufacturing. In 2024, the employer put in $1.04 for every $1.00 employees contributed themselves; active participation has grown from 672 to 909 since 2022.

Plan summary
Net assets, end of year$106,627,535
Participants with balances1,184
Active participants909
Employer contributions$5,673,422
Employee contributions$5,477,178
Employer contribution per active participant$6,241
Average account balance$90,057
Benefits paid to participants$18,600,065
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$106.6M · 1,184 accts · $5.7M emplr
2023$100.5M · 984 accts · $4.3M emplr
2022$61.8M · 835 accts · $3.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$128,522
Total administrative$176,712
The California Dairies, Inc. 401(k) match · 2024
Employer contribution per active participant$6,241
Median for plans this size$3,635
2024$6,241 per active participant
2023$4,805 per active participant
2022$5,088 per active participant

California Dairies, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20242
T ROWE PRICE RPS INC · Recordkeeping · Trustee$128,522
RAYMOND JAMES FINANCIAL SERVICE ADV · Consulting$52,000

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$176,712 · 0.17%
2023$136,878 · 0.17%
2022$117,020 · 0.17%
Same employer
Similar plansManufacturing · California
Arc Document Solutions, Inc CA$111.8M · 0.18%
Byer California CA$110.8M · 0.47%
Heat and Control, Inc. CA$106.3M · 0.02%
J-M Manfacturing Co., Inc CA$106.2M · 0.27%
Shockwave Medical, Inc. CA$105.5M · 0.14%
Ampac Fine Chemicals LLC CA$105.4M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 950614400 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.