Plan Ledger DOL Form 5500 · updated monthly

Coronado Brewing Company Inc401(k)

CORONADO BREWING COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST · SAN DIEGO, CA · plan year 2023

Reported admin expense ratio · 2023
1.51%

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

Coronado Brewing Company Inc reported $23,476 in plan administrative expenses for 2023: 1.51% of average plan assets, higher than ~90% of peers. Employer contributions averaged $649 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 1.509%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (8,371st of 9,483), and 12,887th of 13,661 in manufacturing. In 2023, employees put in $2.68 for every $1.00 the employer contributed; active participation has grown from 71 to 160 since 2022.

Plan summary
Net assets, end of year$1,852,634
Participants with balances104
Active participants160
Employer contributions$103,767
Employee contributions$277,665
Employer contribution per active participant$649
Average account balance$17,814
Benefits paid to participants$150,635
Plan auditUnmodified (clean) audit opinion
AuditorWEWORSKI & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$0 · 107 accts · $118K emplr
2023$1.9M · 104 accts · $104K emplr
2022$1.3M · 101 accts · $99K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$11,671
Investment management$10,945
Trustee / custodial$860
Total administrative$23,476
The Coronado Brewing Company Inc 401(k) match · 2023
Employer contribution per active participant$649
Median for plans this size$1,308
2024$737 per active participant
2023$649 per active participant
2022$1,389 per active participant

Coronado Brewing Company Inc's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
RJ PATTERSON CAPITAL INVESTMENT GRO · Contract administrator · Recordkeeping$10,945
401K GENERATION · Contract administrator · Recordkeeping$6,194
PAYCHEX, INC. · Contract administrator · Recordkeeping$5,705

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

Recordkeeper by year2
2024Paychex
2023401K GENERATION, Paychex, RJ PATTERSON CAPITAL INVESTMENT GRO

This plan has changed recordkeepers within these filings. If you left Coronado Brewing Company Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023$23,476 · 1.51%
2022$19,922 · 1.51%
Similar plansManufacturing · California
Dlr, LLC CA$1.9M · 0.71%
State Ready Mix, Inc. CA$1.9M · 0.76%
Advance Paper Box Company CA$1.8M · 0.54%
Maverick Aerospace LLC CA$1.8M · 1.37%
Hi Tech Honeycomb, Inc. CA$1.8M · 1.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330676239 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.