Plan Ledger DOL Form 5500 · updated monthly

Cattlemens, a California Corporation401(k)

CATTLEMENS 401(K) PLAN · ROHNERT PARK, CA · plan year 2024

Reported admin expense ratio · 2024
1.32%

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

Cattlemens, a California Corporation reported $29,143 in plan administrative expenses for 2024: 1.32% of average plan assets, higher than ~90% of peers. Employer contributions averaged $513 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 1.41% to 1.32%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in California (8,094th of 9,483), and 1,315th of 2,240 in accommodation & food services. In 2024, the employer put in $1.02 for every $1.00 employees contributed themselves; active participation has grown from 278 to 341 since 2022.

Plan summary
Net assets, end of year$2,472,899
Participants with balances363
Active participants341
Employer contributions$175,000
Employee contributions$171,191
Employer contribution per active participant$513
Average account balance$6,812
Benefits paid to participants$38,025
Plan auditUnmodified (clean) audit opinion
AuditorCAROLYN A. MAYES, CPA
Plan history3
Yearassets · accounts · employer contribution
2024$2.5M · 363 accts · $175K emplr
2023$2.0M · 312 accts · $151K emplr
2022$1.5M · 281 accts · $140K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,420
Total administrative$29,143
The Cattlemens, a California Corporation 401(k) match · 2024
Employer contribution per active participant$513
Median for plans this size$1,313
2024$513 per active participant
2023$517 per active participant
2022$505 per active participant

Cattlemens, a California Corporation's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
JOHN HANCOCK LIFE INSURANCE CO. USA · Recordkeeping · Investment management$916
COMPOSITION WEALTH, LLC · Investment advisory (participants)$9,645

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 history3
2024$29,143 · 1.32%
2023$29,017 · 1.70%
2022$18,127 · 1.41%
Similar plansAccommodation & Food Services · California
Good Nite Inn, Inc CA$2.5M · 0.43%
Fulfillment Systems CA$2.3M · 0.42%
Nickco Hospitality LLC CA$2.1M · 1.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941729627 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.