Plan Ledger DOL Form 5500 · updated monthly

Cordelia Lighting, Inc.401(k)

CORDELIA LIGHTING, INC. 401(K) PLAN · RANCHO DOMINGUEZ, CA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Cordelia Lighting, Inc. reported $36,105 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $869 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 has held roughly steady near 0.230%. 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 4,175th-largest of 9,483 plans among California employers on file, and 2,245th of 4,246 in wholesale trade. In 2024, employees put in $8.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,248,598
Participants with balances110
Active participants88
Employer contributions$76,484
Employee contributions$659,466
Employer contribution per active participant$869
Average account balance$147,715
Benefits paid to participants$1,564,203
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$16.2M · 110 accts · $76K emplr
2023$15.2M · 113 accts · $84K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,105
Investment management$25,000
Total administrative$36,105
The Cordelia Lighting, Inc. 401(k) match · 2024
Employer contribution per active participant$869
Median for plans this size$2,416
2024$869 per active participant
2023$845 per active participant

Cordelia Lighting, Inc.'s 2024 employer contribution ran below the $2,416 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
CONCURRENT INVESTMENT ADVISORS LLC · Investment advisory (plan)$25,000

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$36,105 · 0.23%
2023$35,045 · 0.23%
Similar plansWholesale Trade · California
The Gehr Group, Inc. CA$16.4M · 0.14%
Hikvision USA Inc. CA$16.2M · 0.07%
4EARTH Farms, LLC CA$16.1M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954065990 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.