Plan Ledger DOL Form 5500 · updated monthly

Charles McMurray Company of Fresno401(k)

CHARLES MCMURRAY COMPANY OF FRESNO 401K PROFIT SHARING PLAN · FRESNO, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Charles McMurray Company of Fresno reported $22,686 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,160 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 0.09% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,519th-largest of 9,483 plans among California employers on file, and the 1,271st of 4,246 in wholesale trade. In 2024, employees put in $1.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$32,566,084
Participants with balances147
Active participants122
Employer contributions$629,463
Employee contributions$1,087,673
Employer contribution per active participant$5,160
Average account balance$221,538
Benefits paid to participants$1,605,592
Plan auditUnmodified (clean) audit opinion
AuditorHUDSON & COMPANY , INC.
Plan history3
Yearassets · accounts · employer contribution
2024$32.6M · 147 accts · $629K emplr
2023$28.0M · 156 accts · $701K emplr
2022$23.7M · 145 accts · $713K emplr
The Charles McMurray Company of Fresno 401(k) match · 2024
Employer contribution per active participant$5,160
Median for plans this size$2,416
2024$5,160 per active participant
2023$5,390 per active participant
2022$5,445 per active participant

Charles McMurray Company of Fresno'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
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$10,186
KESTRA PWS · Investment advisory (plan)$12,500

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$22,686 · 0.07%
2023$23,803 · 0.09%
2022$23,225 · 0.09%
Similar plansWholesale Trade · California
Mad Engine Global, LLC CA$33.3M · 0.36%
Motive Energy, Inc CA$33.2M · 0.49%
Faire Wholesale, Inc. CA$32.7M · 0.48%
A.L. Gilbert Company CA$32.3M · 0.00%
Yubico, Inc. CA$32.1M
Adept Fasteners, Inc. CA$32.1M · 0.12%
H & N Group, Inc. CA$31.6M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941658722 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.