Plan Ledger DOL Form 5500 · updated monthly

Coast Counties Truck & Equipment Company401(k)

COAST COUNTIES TRUCK & EQUIPMENT PROFIT SHARING 401(K) PLAN · SAN JOSE, CA · plan year 2025

Reported admin expense ratio · 2025
0.27%

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

Coast Counties Truck & Equipment Company reported $46,200 in plan administrative expenses for 2025: 0.27% of average plan assets, below the peer median. Employer contributions averaged $1,169 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 3 years on file its reported administrative ratio rose from 0.24% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other retail trade employers. By assets it is the 3,882nd-largest of 9,483 plans among California employers on file, and the 1,606th of 5,215 in retail trade. In 2025, employees put in $7.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,146,309
Participants with balances150
Active participants125
Employer contributions$146,178
Employee contributions$1,031,904
Employer contribution per active participant$1,169
Average account balance$120,975
Benefits paid to participants$1,570,574
Plan auditUnmodified (clean) audit opinion
AuditorJWT & ASSOCIATES, LLP
Plan history4
Yearassets · accounts · employer contribution
2025$18.1M · 150 accts · $146K emplr
2024$16.1M · 167 accts · $149K emplr
2023$13.3M · 173 accts · $130K emplr
2022$11.0M · 159 accts · $122K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$46,200
Total administrative$46,200
The Coast Counties Truck & Equipment Company 401(k) match · 2025
Employer contribution per active participant$1,169
Median for plans this size$2,666
2025$1,169 per active participant
2024$1,094 per active participant
2023$842 per active participant
2022$1,019 per active participant

Coast Counties Truck & Equipment Company's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
ADVANCED RETIREMENT SOLUTIONSindirect comp
ERISA SPECIALISTS/ BENEFITS PROF. · Other servicesindirect comp

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

Administrative cost history4
2025$46,200 · 0.27%
2024$46,308 · 0.32%
2023$23,279 · 0.19%
2022$29,544 · 0.24%
Same employer
Similar plansRetail Trade · California
Thredup Inc. CA$18.5M · 0.40%
Weee Inc. CA$18.2M · 0.11%
Knight Holdings, Inc. CA$18.2M · 0.09%
Redbubble Inc. CA$18.1M · 0.02%
Balanced Body Inc. CA$18.0M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 940547560 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.