Plan Ledger DOL Form 5500 · updated monthly

Cf United LLC401(k)

UNITED PACIFIC 401(K) PLAN · LONG BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Cf United LLC reported $30,306 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $401 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 0.23% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 3,078th-largest of 9,483 plans among California employers on file, and the 1,195th of 5,215 in retail trade. In 2024, employees put in $2.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,239,641
Participants with balances871
Active participants2,702
Employer contributions$1,084,639
Employee contributions$2,482,714
Employer contribution per active participant$401
Average account balance$28,978
Benefits paid to participants$3,075,800
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.2M · 871 accts · $1.1M emplr
2023$22.0M · 912 accts · $1.1M emplr
2022$17.6M · 958 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,306
Total administrative$30,306
The Cf United LLC 401(k) match · 2024
Employer contribution per active participant$401
Median for plans this size$2,416
2024$401 per active participant
2023$400 per active participant
2022$431 per active participant

Cf United LLC's 2024 employer contribution ran below the $2,416 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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$30,305

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$30,306 · 0.13%
2023$50,018 · 0.25%
2022$41,230 · 0.23%
Same employer
Similar plansRetail Trade · California
Hoehn Motors, Inc. CA$26.0M · 0.42%
Scosche Industries, Inc. CA$25.7M · 0.08%
Stubhub Inc. CA$25.6M · 0.16%
Stanislaus Farm Supply CA$24.9M · 0.37%
Berberian Enterprises, Inc. CA$24.8M · 0.64%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 364774923 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.