Plan Ledger DOL Form 5500 · updated monthly

Cedarwood-Young Company401(k)

CEDARWOOD-YOUNG COMPANY 401(K) PLAN · BALDWIN PARK, CA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Cedarwood-Young Company reported $33,807 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $3,427 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 0.17% to 0.14%. 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 3,065th-largest of 9,483 plans among California employers on file, and the 5,069th of 13,661 in manufacturing. In 2024, employees put in $1.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,372,650
Participants with balances229
Active participants219
Employer contributions$750,565
Employee contributions$1,099,836
Employer contribution per active participant$3,427
Average account balance$110,798
Benefits paid to participants$1,615,732
Plan auditUnmodified (clean) audit opinion
AuditorDOUGHERTY & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$25.4M · 229 accts · $751K emplr
2023$22.6M · 227 accts · $561K emplr
2022$19.7M · 225 accts · $548K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,494
Investment management$3,313
Total administrative$33,807
The Cedarwood-Young Company 401(k) match · 2024
Employer contribution per active participant$3,427
Median for plans this size$2,416
2024$3,427 per active participant
2023$2,482 per active participant
2022$2,425 per active participant

Cedarwood-Young Company's 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$30,580

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

Administrative cost history3
2024$33,807 · 0.14%
2023$33,855 · 0.16%
2022$37,608 · 0.17%
Same employer
Similar plansManufacturing · California
Xoma Corporation CA$25.4M · 0.39%
Volex Holdings CA$25.4M · 0.50%
Cemco CA$25.3M · 0.50%
Opus One Winery, LLC CA$25.3M · 0.47%
Ouster, Inc. CA$25.1M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952412088 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.