Plan Ledger DOL Form 5500 · updated monthly

Cwr Industries, Inc.401(k)

CWR INDUSTRIES, INC. 401(K) PLAN · GALT, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Cwr Industries, Inc. reported $3,961 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,105 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 0.028% to 0.034%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in California (4,850th of 9,483), and 525th of 786 in management of companies. In 2024, employees put in $1.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,591,994
Participants with balances179
Active participants150
Employer contributions$615,725
Employee contributions$806,167
Employer contribution per active participant$4,105
Average account balance$70,346
Benefits paid to participants$905,989
Plan auditUnmodified (clean) audit opinion
AuditorSCHWARTZ PLATZ & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$12.6M · 179 accts · $616K emplr
2023$11.0M · 180 accts · $535K emplr
2022$9.3M · 215 accts · $520K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,961
Total administrative$3,961
The Cwr Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$4,105
Median for plans this size$2,416
2024$4,105 per active participant
2023$3,615 per active participant
2022$3,445 per active participant

Cwr Industries, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20241

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$3,961 · 0.03%
2023$2,416 · 0.02%
2022$2,812 · 0.03%
Similar plansManagement of Companies · California
Potrero Distilling Holdings CA$13.9M · 0.32%
Opm Services, LLC CA$13.0M · 0.50%
Friesen Group Inc. CA$13.0M · 0.03%
Alchemee, LLC CA$11.6M · 0.46%
Cfp Fire Protection, Inc. CA$10.4M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911833279 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.