Plan Ledger DOL Form 5500 · updated monthly

Capitol Distribution Company, LLC401(k)

CAPITOL DISTRIBUTION COMPANY LLC PROFIT SHARING 401(K) PLAN · CERRITOS, CA · plan year 2024

Reported admin expense ratio · 2024
0.91%

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

Capitol Distribution Company, LLC reported $88,702 in plan administrative expenses for 2024: 0.91% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,444 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 1 year on file its reported administrative ratio rose from 0.84% to 0.91%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (5,416th of 9,483), and 2,901st of 4,246 in wholesale trade. In 2024, employees put in $1.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,134,328
Participants with balances145
Active participants107
Employer contributions$261,531
Employee contributions$435,159
Employer contribution per active participant$2,444
Average account balance$69,892
Benefits paid to participants$1,253,079
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$10.1M · 145 accts · $262K emplr
2023$9.4M · 148 accts · $372K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,686
Investment management$39,016
Total administrative$88,702
The Capitol Distribution Company, LLC 401(k) match · 2024
Employer contribution per active participant$2,444
Median for plans this size$1,313
2024$2,444 per active participant
2023$2,998 per active participant

Capitol Distribution Company, LLC's 2024 employer contribution ran above the $1,313 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
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$3,754
WELLS FARGO ADVISORS LLC · Investment advisory (participants)$39,016

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history2
2024$88,702 · 0.91%
2023$71,697 · 0.84%
Same employer
Similar plansWholesale Trade · California
Wpg Americas, Inc. CA$10.2M · 0.24%
Eastman Strings Inc CA$10.0M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330849634 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.