Plan Ledger DOL Form 5500 · updated monthly

Custom Produce Transportation401(k)

CUSTOM PRODUCE TRANSPORTATION, LLC 401(K) PROFIT SHARING PLAN · PARLIER, CA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Custom Produce Transportation reported $3,634 in plan administrative expenses for 2024: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (9,395th of 9,483), and 4,232nd of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$52,471
Participants with balances2
Active participants3
Employer contributions$0
Employee contributions$4,250
Employer contribution per active participant$0
Average account balance$26,236
Benefits paid to participants$12,404
Plan auditUnmodified (clean) audit opinion
AuditorBAKER, CHI & PARKEY
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$658
Investment management$576
Total administrative$3,634
The Custom Produce Transportation 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Custom Produce Transportation'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.

Administrative cost history1
2024$3,634 · 0.15%
Similar plansWholesale Trade · California
The Berry Man, Inc. CA$108K · 1.29%
Minka Lighting, Inc. CA$66K · 0.31%
Galleria Market LP CA$6K · 60.53%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 260257406 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.