Plan Ledger DOL Form 5500 · updated monthly

Calportland ConstructionProfit-sharing plan

CALPORTLAND CONSTRUCTION HOURLY EMPLOYEES PROFIT SHARING PLAN · GLENDORA, CA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Calportland Construction reported $5,333 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $13,202 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 0.06% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 4,379th-largest of 9,483 plans among California employers on file, and 7,061st of 13,661 in manufacturing. active participation has shrunk from 107 to 87 since 2022.

Plan summary
Net assets, end of year$15,109,068
Participants with balances107
Active participants87
Employer contributions$1,148,561
Employee contributions—
Employer contribution per active participant$13,202
Average account balance$141,206
Benefits paid to participants$1,734,190
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.1M · 107 accts · $1.1M emplr
2023$14.0M · 117 accts · $1.2M emplr
2022$11.9M · 128 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,333
Total administrative$5,333
Employer contributions to the Calportland Construction plan · 2024
Employer contribution per active participant$13,202
Median for plans this size$2,416
2024$13,202 per active participant
2023$11,870 per active participant
2022$12,442 per active participant

Calportland Construction's 2024 employer contribution ran above the $2,416 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 · 20242
VANGUARD GROUP, INC. · Recordkeeping$3,876

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$5,333 · 0.04%
2023$7,425 · 0.06%
2022$7,710 · 0.06%
Similar plansManufacturing · California
M.S. Aerospace, Inc. CA$15.2M · 0.31%
La Jolla Group, Inc. CA$15.2M · 0.95%
Arteris, Inc. Arteris Ip CA$15.1M · 0.43%
Stellartech Research Corp. CA$15.1M · 0.42%
Keiser Corporation CA$15.1M · 0.37%
Aixtron, Inc. CA$15.0M · 0.35%
V. Sattui Winery, Inc. CA$14.9M · 0.22%
Weldmac Mfg. Co. CA$14.8M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952255065 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.