Plan Ledger DOL Form 5500 · updated monthly

Confie Holding II Co.401(k)

CONFIE HOLDING II CO. 401(K) PLAN · HUNTINGTON BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Confie Holding II Co. reported $255,989 in plan administrative expenses for 2024: 0.39% of average plan assets, higher than ~90% of peers. Employer contributions averaged $552 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 fell from 0.45% to 0.39%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,228th-largest of 9,483 plans among California employers on file, and the 1,213th of 4,798 in finance & insurance. In 2024, employees put in $4.41 for every $1.00 the employer contributed; active participation has grown from 2,042 to 4,476 since 2022.

Plan summary
Net assets, end of year$77,103,824
Participants with balances3,769
Active participants4,476
Employer contributions$2,472,883
Employee contributions$10,895,155
Employer contribution per active participant$552
Average account balance$20,457
Benefits paid to participants$9,717,144
Plan auditUnmodified (clean) audit opinion
AuditorLUCAS, HORSFALL, MURPHY & PINDROH
Plan history3
Yearassets · accounts · employer contribution
2024$77.1M · 3,769 accts · $2.5M emplr
2023$54.0M · 2,690 accts · $968K emplr
2022$41.6M · 2,444 accts · $795K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$207,239
Audit (IQPA)$48,750
Total administrative$255,989
The Confie Holding II Co. 401(k) match · 2024
Employer contribution per active participant$552
Median for plans this size$3,635
2024$552 per active participant
2023$335 per active participant
2022$390 per active participant

Confie Holding II Co.'s 2024 employer contribution ran below the $3,635 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.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$207,238
LUCAS, HORSFALL, MURPHY & PINDORH, · Accounting / audit$48,750

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$255,989 · 0.39%
2023$156,684 · 0.33%
2022$196,855 · 0.45%
Same employer
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Doubleline Group LP CA$79.0M · 0.00%
Technology Credit Union CA$77.5M · 0.02%
Allworth Financial, LP CA$76.7M · 0.12%
Aspiriant LLC CA$75.4M · 0.01%
Travis Credit Union CA$75.2M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300448954 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.