Plan Ledger DOL Form 5500 · updated monthly

Coastal Pacific Food Distributors, Inc.401(k)

COASTAL PACIFIC FOOD DISTRIBUTORS 401(K) PROFIT SHARING PLAN · STOCKTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Coastal Pacific Food Distributors, Inc. reported $83,598 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $1,409 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 0.14% to 0.22%. 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 2,168th-largest of 9,483 plans among California employers on file, and the 1,049th of 4,246 in wholesale trade. In 2024, employees put in $2.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,394,287
Participants with balances671
Active participants572
Employer contributions$805,861
Employee contributions$2,022,916
Employer contribution per active participant$1,409
Average account balance$58,710
Benefits paid to participants$3,258,552
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.4M · 671 accts · $806K emplr
2023$35.3M · 653 accts · $625K emplr
2022$30.5M · 594 accts · $636K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,458
Investment management$29,140
Total administrative$83,598
The Coastal Pacific Food Distributors, Inc. 401(k) match · 2024
Employer contribution per active participant$1,409
Median for plans this size$2,416
2024$1,409 per active participant
2023$1,012 per active participant
2022$1,069 per active participant

Coastal Pacific Food Distributors, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$29,140

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$83,598 · 0.22%
2023$73,075 · 0.22%
2022$48,773 · 0.14%
Same employer
Similar plansWholesale Trade · California
Mxr Imaging, Inc. CA$40.0M · 0.30%
E & E Co., LTD CA$39.7M · 0.21%
Paramount Export Company CA$39.0M · 0.08%
Young's Holdings, Inc. CA$39.0M · 0.15%
Professional Plastics, Inc. CA$38.9M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621283873 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.