Plan Ledger DOL Form 5500 · updated monthly

Coast Citrus Distributors, Inc.ESOP

COAST CITRUS DISTRIBUTORS EMPLOYEE STOCK OWNERSHIP PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Coast Citrus Distributors, Inc. reported $14,496 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $15,597 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 rose from 0.02% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 1,615th-largest of 9,483 plans among California employers on file, and the 599th of 5,215 in retail trade.

Plan summary
Net assets, end of year$55,909,655
Participants with balances193
Active participants132
Employer contributions$2,058,785
Employee contributions—
Employer contribution per active participant$15,597
Average account balance$289,687
Benefits paid to participants$3,010,109
Plan auditUnmodified (clean) audit opinion
AuditorPKF SAN DIEGO, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$55.9M · 193 accts · $2.1M emplr
2023$55.5M · 210 accts · $1.9M emplr
2022$51.8M · 304 accts · $1.9M emplr
Employer contributions to the Coast Citrus Distributors, Inc. plan · 2024
Employer contribution per active participant$15,597
Median for plans this size$3,635
2024$15,597 per active participant
2023$13,553 per active participant
2022$13,553 per active participant

Coast Citrus Distributors, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20241
BANK OF AMERICA · Trustee$14,496

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$14,496 · 0.03%
2023$27,672 · 0.05%
2022$7,824 · 0.02%
All plans at this employer2
COAST CITRUS DISTRIBUTORS INC. 401(K) PROFIT SHARING PLAN401(k)
COAST CITRUS DISTRIBUTORS EMPLOYEE STOCK OWNERSHIP PLANESOP
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Source: U.S. Department of Labor, Form 5500 series, EIN 951628554 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.