Plan Ledger DOL Form 5500 · updated monthly

California Fruit Exchange, LLC401(k)

CALIFORNIA FRUIT EXCHANGE 401(K) PLAN · LODI, CA · plan year 2022

Reported admin expense ratio · 2022
0.83%

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

California Fruit Exchange, LLC reported $15,707 in plan administrative expenses for 2022: 0.83% of average plan assets, higher than ~75% of peers. Employer contributions averaged $658 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (8,357th of 9,483), and 4,697th of 5,215 in retail trade. In 2022, employees put in $1.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,875,569
Participants with balances66
Active participants186
Employer contributions$122,458
Employee contributions$216,680
Employer contribution per active participant$658
Average account balance$28,418
Benefits paid to participants$37,469
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$8,866
Investment management$6,841
Total administrative$15,707
The California Fruit Exchange, LLC 401(k) match · 2022
Employer contribution per active participant$658
Median for plans this size$1,114

California Fruit Exchange, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$15,707 · 0.83%
Same employer
Similar plansRetail Trade · California
The Woodlands Store, Inc. CA$1.9M · 0.05%
Oso Home Care, Inc. CA$1.9M · 0.01%
Maximum Wholesale Inc CA$1.9M · 0.54%
Wish Automotive, Inc. CA$1.9M · 1.96%
Airport Appliance, Inc. CA$1.9M · 1.19%
Seidner-Miller, Inc CA$1.8M · 2.21%
Rinse, Inc. CA$1.8M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263779718 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.