Plan Ledger DOL Form 5500 · updated monthly

Crain Walnut Shelling, Inc401(k)

CRAIN WALNUT SHELLING, INC. 401(K) PROFIT SHARING PLAN · LOS MOLINOS, CA · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Crain Walnut Shelling, Inc reported $44,530 in plan administrative expenses for 2024: 0.45% of average plan assets, below the peer median. 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 rose from 0.42% to 0.45%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in California (5,327th of 9,483), and the 435th of 945 in agriculture, forestry & fishing. In 2024, employees put in $2.23 for every $1.00 the employer contributed; active participation has grown from 333 to 484 since 2022.

Plan summary
Net assets, end of year$10,458,964
Participants with balances119
Active participants484
Employer contributions$314,009
Employee contributions$701,567
Employer contribution per active participant$649
Average account balance$87,890
Benefits paid to participants$1,219,996
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.5M · 119 accts · $314K emplr
2023$9.5M · 105 accts · $290K emplr
2022$7.6M · 103 accts · $269K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,222
Investment management$33,434
Total administrative$44,530
The Crain Walnut Shelling, Inc 401(k) match · 2024
Employer contribution per active participant$649
Median for plans this size$1,313
2024$649 per active participant
2023$1,287 per active participant
2022$808 per active participant

Crain Walnut Shelling, Inc's 2024 employer contribution ran below the $1,313 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 · 20243
BAY CLIADAKIS & ASSOCIATES LLC · Investment advisory (plan)$28,032
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$6,222
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,402

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$44,530 · 0.45%
2023$35,311 · 0.41%
2022$33,252 · 0.42%
Similar plansAgriculture, Forestry & Fishing · California
Plantel Nurseries, Inc. CA$12.4M · 0.01%
Primus Group, Inc. CA$12.3M · 0.11%
Agrivision, Inc. CA$11.8M · 0.91%
Jasmine Vineyards, Inc. CA$11.2M · 0.85%
Nicholas Bagshaw Company CA$10.4M · 0.09%
Ratto Bros., Inc. CA$10.1M · 0.70%
Gresser, Inc. CA$10.1M · 0.63%
Plant Sciences, Inc. CA$9.9M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680164875 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.