Plan Ledger DOL Form 5500 · updated monthly

Calportland Company401(k)

CALPORTLAND COMPANY THRIFT AND PROFIT SHARING PLAN FOR SALARIED EMPLOYEES · GLENDORA, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Calportland Company reported $76,213 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $14,123 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 rose from 0.027% to 0.031%. 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 472nd-largest of 9,483 plans among California employers on file, and the 980th of 13,661 in manufacturing. In 2024, the employer put in $1.59 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$254,897,291
Participants with balances1,060
Active participants819
Employer contributions$11,566,980
Employee contributions$7,291,034
Employer contribution per active participant$14,123
Average account balance$240,469
Benefits paid to participants$25,017,278
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$254.9M · 1,060 accts · $11.6M emplr
2023$230.0M · 1,043 accts · $11.1M emplr
2022$193.1M · 987 accts · $8.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$73,473
Investment management$2,740
Total administrative$76,213
The Calportland Company 401(k) match · 2024
Employer contribution per active participant$14,123
Median for plans this size$3,635
2024$14,123 per active participant
2023$13,761 per active participant
2022$11,220 per active participant

Calportland Company's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20243
VANGUARD GROUP, INC. · Recordkeeping$57,532
FIDELITY INSTMNTS INSTTTNL OPS LLC · Loan processing$15,964
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$2,740

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$76,213 · 0.03%
2023$62,634 · 0.03%
2022$56,957 · 0.03%
All plans at this employer3
CALPORTLAND COMPANY THRIFT AND PROFIT SHARING PLAN FOR SALARIED EMPLOYEES401(k)
CALPORTLAND COMPANY RETIREMENT SAVINGS PLAN401(k)
CALPORTLAND COMPANY THRIFT & PROFIT SHARING PLAN FOR HOURLY EMPLOYEES401(k)
Same employer
Similar plansManufacturing · California
Aerovironment, Inc. CA$259.8M · 0.10%
Golden State Foods CA$259.7M · 0.20%
Calix, Inc. CA$256.5M · 0.07%
Headway Technologies, Inc. CA$255.8M · 0.01%
Nuvasive, Inc. CA$252.8M · 0.18%
Penumbra, Inc. CA$246.2M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 950597220 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.