Plan Ledger DOL Form 5500 · updated monthly

Coast Aluminum, Inc.401(k)

COAST ALUMINUM RETIREMENT PLAN · SANTA FE SPRINGS, CA · plan year 2024

Reported admin expense ratio · 2024
0.66%

Coast Aluminum, Inc. reported $122,968 in plan administrative expenses for 2024: 0.66% of average plan assets, higher than ~90% of peers. 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 rose from 0.46% to 0.66%. 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 3,715th-largest of 9,483 plans among California employers on file, and the 6,059th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$19,366,022
Participants with balances635
Active participants594
Employer contributions—
Employee contributions$1,757,079
Employer contribution per active participant—
Average account balance$30,498
Benefits paid to participants$1,810,085
Plan auditUnmodified (clean) audit opinion
AuditorRICHEY, MAY & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$19.4M · 635 accts
2023$18.0M · 612 accts · $12K emplr
2022$15.6M · 736 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,121
Investment management$43,847
Total administrative$122,968
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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$79,121
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$43,847
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$122,968 · 0.66%
2023$122,706 · 0.73%
2022$72,001 · 0.46%
Same employer
Similar plansManufacturing · California
Inhibrx Biosciences, Inc. CA$19.7M · 0.13%
Astera Labs, Inc. CA$19.7M · 0.01%
See's Candy Shops, Inc. CA$19.2M · 0.01%
Valley Power Systems, Inc. CA$19.2M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943146270 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.