Plan Ledger DOL Form 5500 · updated monthly

Crockett Graphics Inc401(k)

CROCKETT GRAPHICS INC 401(K) PROFIT SHARING PLAN & TRUST · CAMARILLO, CA · plan year 2024

Reported admin expense ratio · 2024
1.02%

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

Crockett Graphics Inc reported $67,417 in plan administrative expenses for 2024: 1.02% of average plan assets, higher than ~75% of peers. Employer contributions averaged $516 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 0.89% to 1.02%. 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 (6,324th of 9,483), and 10,163rd of 13,661 in manufacturing. In 2024, employees put in $3.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,020,362
Participants with balances160
Active participants124
Employer contributions$63,960
Employee contributions$247,252
Employer contribution per active participant$516
Average account balance$43,877
Benefits paid to participants$306,570
Plan auditUnmodified (clean) audit opinion
AuditorHOLTHOUSE CARLIN& VAN TRIGT LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 160 accts · $64K emplr
2023$6.2M · 158 accts · $65K emplr
2022$5.8M · 154 accts · $65K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,106
Investment management$51,451
Trustee / custodial$860
Total administrative$67,417
The Crockett Graphics Inc 401(k) match · 2024
Employer contribution per active participant$516
Median for plans this size$1,313
2024$516 per active participant
2023$497 per active participant
2022$482 per active participant

Crockett Graphics 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 · 20242
PAYCHEX, INC. · Recordkeeping$15,366
AETERNUM INVESTMENT ADVISORS, LLC · Investment advisory (participants)$51,451

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
2023AETERNUM INVESTMENT ADVISORS, LLC, Paychex

This plan has changed recordkeepers within these filings. If you left Crockett Graphics 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
2024$67,417 · 1.02%
2023$54,852 · 0.91%
2022$55,145 · 0.89%
Similar plansManufacturing · California
Tournesol Siteworks, LLC CA$7.1M · 0.20%
Vode Lighting, LLC CA$7.0M · 0.60%
Dmc Power, Inc. CA$7.0M · 0.55%
Rumiano Cheese Co. CA$7.0M · 0.92%
Wintec Industries, Inc. CA$7.0M · 0.45%
General Tool Inc CA$7.0M · 0.74%
Square-H Brands, Inc. CA$7.0M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770366662 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.