Plan Ledger DOL Form 5500 · updated monthly

Concord Feed & Fuel, Inc.401(k)

CONCORD FEED & FUEL, INC. 401(K) PLAN · PLEASANT HILL, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Concord Feed & Fuel, Inc. reported $1,294 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,909 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 1 year on file its reported administrative ratio fell from 0.02% to 0.01%. 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 (5,456th of 9,483), and 2,630th of 5,215 in retail trade. In 2024, employees put in $2.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,974,098
Participants with balances208
Active participants196
Employer contributions$374,133
Employee contributions$858,973
Employer contribution per active participant$1,909
Average account balance$47,952
Benefits paid to participants$831,335
Plan auditUnmodified (clean) audit opinion
AuditorAUDIT AND TAX SOLUTIONS, CPAS, INC.
Plan history2
Yearassets · accounts · employer contribution
2024$10.0M · 208 accts · $374K emplr
2023$8.4M · 171 accts · $327K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,294
Total administrative$1,294
The Concord Feed & Fuel, Inc. 401(k) match · 2024
Employer contribution per active participant$1,909
Median for plans this size$1,313
2024$1,909 per active participant
2023$2,193 per active participant

Concord Feed & Fuel, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,294
MORGAN STANLEY SMITH BARNEYindirect comp
NATIONAL FINANCIAL SERVICES LLCindirect comp

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

Administrative cost history2
2024$1,294 · 0.01%
2023$1,413 · 0.02%
Same employer
Similar plansRetail Trade · California
Cranbrook Partner, Inc. CA$10.1M · 0.01%
Sanrio, Inc. CA$10.0M · 0.41%
Los Feliz Ford, Inc. CA$10.0M · 0.02%
Porto's Bakery, Inc. CA$10.0M · 0.39%
Samys Camera, Inc. CA$9.9M · 0.61%
Kiwico, Inc. CA$9.9M · 0.18%
South Bay Ford CA$9.9M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941424833 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.