Plan Ledger DOL Form 5500 · updated monthly

Custom Goods, LLC401(k)

CUSTOM GOODS, LLC CONSOLIDATED 401(K) PLAN · CARSON, CA · plan year 2024

Reported admin expense ratio · 2024
0.85%

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

Custom Goods, LLC reported $91,188 in plan administrative expenses for 2024: 0.85% of average plan assets, higher than ~90% of peers. Employer contributions averaged $945 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 0.79% to 0.85%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in California (5,050th of 9,483), and the 1,060th of 2,677 in transportation & warehousing. In 2024, employees put in $2.07 for every $1.00 the employer contributed; active participation has grown from 284 to 608 since 2022.

Plan summary
Net assets, end of year$11,649,126
Participants with balances250
Active participants608
Employer contributions$574,398
Employee contributions$1,188,211
Employer contribution per active participant$945
Average account balance$46,597
Benefits paid to participants$1,247,880
Plan auditUnmodified (clean) audit opinion
AuditorLSL, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.6M · 250 accts · $574K emplr
2023$9.7M · 236 accts · $548K emplr
2022$3.8M · 117 accts · $249K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,899
Investment management$50,289
Total administrative$91,188
The Custom Goods, LLC 401(k) match · 2024
Employer contribution per active participant$945
Median for plans this size$2,416
2024$945 per active participant
2023$1,190 per active participant
2022$876 per active participant

Custom Goods, LLC'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
OPPENHEIMER & CO INC · Investment advisory (plan)$50,289
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$40,899

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$91,188 · 0.85%
2023$59,960 · 0.89%
2022$29,354 · 0.79%
Same employer
Similar plansTransportation & Warehousing · California
Binex CA$12.9M · 0.44%
Ventura Transfer Company CA$12.8M · 0.44%
Morrison Express Corp.Usa CA$12.4M · 0.26%
Dc Logistics, LLC CA$11.6M · 1.09%
Singapore Airlines Limited CA$11.2M · 0.45%
Siller Brothers Inc CA$10.9M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954797546 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.