Plan Ledger DOL Form 5500 · updated monthly

Copper Cane LLC401(k)

COPPER CANE LLC 401(K) PROFIT SHARING PLAN · SAINT HELENA, CA · plan year 2024

Reported admin expense ratio · 2024
0.94%

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

Copper Cane LLC reported $93,205 in plan administrative expenses for 2024: 0.94% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,252 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 0.05% to 0.94%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (5,250th of 9,483), and 8,467th of 13,661 in manufacturing. In 2024, employees put in $2.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,761,120
Participants with balances150
Active participants142
Employer contributions$461,853
Employee contributions$959,253
Employer contribution per active participant$3,252
Average account balance$71,741
Benefits paid to participants$839,617
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITH + BROWN, PC
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 150 accts · $462K emplr
2023$9.0M · 163 accts · $528K emplr
2022$6.8M · 162 accts · $421K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$83,462
Total administrative$93,205
The Copper Cane LLC 401(k) match · 2024
Employer contribution per active participant$3,252
Median for plans this size$1,313
2024$3,252 per active participant
2023$3,569 per active participant
2022$3,030 per active participant

Copper Cane LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20243
UBS FINANCIAL SVCS INS AGCY INC · Investment advisory (plan)$27,718
BIDWELL CONSULTING SERVICES, INC · Contract administrator$9,743

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$93,205 · 0.94%
2023$11,192 · 0.14%
2022$3,141 · 0.05%
Same employer
Similar plansManufacturing · California
Gordon Brush Mfg. Co., Inc. CA$10.8M · 0.24%
Francois Freres USA, Inc. CA$10.7M · 0.14%
Digital Room LLC CA$10.7M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264059820 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.