Plan Ledger DOL Form 5500 · updated monthly

Cohn Wholesale Fruit & Grocery Co.401(k)

COHN WHOLESALE 401(K) RETIREMENT SAVINGS PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Cohn Wholesale Fruit & Grocery Co. reported $1,480 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $263 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 0.03% to 0.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (7,480th of 9,483), and 4,123rd of 5,215 in retail trade. In 2024, employees put in $5.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,781,401
Participants with balances126
Active participants124
Employer contributions$32,631
Employee contributions$194,256
Employer contribution per active participant$263
Average account balance$30,011
Benefits paid to participants$90,658
Plan auditUnmodified (clean) audit opinion
AuditorDELPERDANG, SCHUH & CO., PC
Plan history2
Yearassets · accounts · employer contribution
2024$3.8M · 126 accts · $33K emplr
2022$3.0M · 73 accts · $28K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,480
Total administrative$1,480
The Cohn Wholesale Fruit & Grocery Co. 401(k) match · 2024
Employer contribution per active participant$263
Median for plans this size$1,313
2024$263 per active participant
2022$241 per active participant

Cohn Wholesale Fruit & Grocery Co.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2024$1,480 · 0.04%
2022$948 · 0.03%
Similar plansRetail Trade · California
Garmon Corp. CA$3.9M · 1.07%
Ron Dupratt Ford, Inc. CA$3.9M · 0.01%
H.W. Hunter, Inc. CA$3.9M · 1.14%
Cucina Holdings, Inc. CA$3.7M · 0.03%
All Natural Stone, Inc. CA$3.6M · 1.34%
Meundies Inc CA$3.6M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 420845853 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.