Plan Ledger DOL Form 5500 · updated monthly

California Shingle and Shake Co.401(k)

CALIFORNIA SHINGLE AND SHAKE CO./WASHINGTON CEDAR & SUPPLY CO. EMPLOYEES' 401(K) SAVINGS PLAN · CONCORD, CA · plan year 2022

Reported admin expense ratio · 2022
0.27%

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

California Shingle and Shake Co. reported $14,675 in plan administrative expenses for 2022: 0.27% of average plan assets, below the peer median. Employer contributions averaged $264 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 (6,764th of 9,483), and 3,559th of 5,215 in retail trade. In 2022, employees put in $9.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,737,888
Participants with balances86
Active participants119
Employer contributions$31,400
Employee contributions$285,899
Employer contribution per active participant$264
Average account balance$66,720
Benefits paid to participants$187,298
Plan auditUnmodified (clean) audit opinion
AuditorJOHANSON & YAU
Administrative expenses, itemized · 2022
Professional / advisory$14,675
Total administrative$14,675
The California Shingle and Shake Co. 401(k) match · 2022
Employer contribution per active participant$264
Median for plans this size$1,114

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

Administrative cost history1
2022$14,675 · 0.27%
Same employer
Similar plansRetail Trade · California
The Black Tux, Inc. CA$5.9M · 0.10%
Plaza Motors, Inc CA$5.7M · 0.22%
Trimon, Inc. CA$5.7M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941458427 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.