Plan Ledger DOL Form 5500 · updated monthly

Dameron Alloy Foundries Corporation401(k)

DAMERON ALLOY FOUNDRIES CORPORATION 401(K) PLAN · CYPRESS, CA · plan year 2023

Reported admin expense ratio · 2023
0.39%

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

Dameron Alloy Foundries Corporation reported $29,439 in plan administrative expenses for 2023: 0.39% of average plan assets, below the peer median. 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.

Across the 2 years on file its reported administrative ratio fell from 0.85% to 0.47%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (5,964th of 9,483), and 9,599th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$8,151,241
Participants with balances116
Active participants118
Employer contributions$0
Employee contributions$190,200
Employer contribution per active participant$0
Average account balance$70,269
Benefits paid to participants$152,128
Plan auditUnmodified (clean) audit opinion
AuditorWERTZ & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 85 accts
2023$8.2M · 116 accts
2022$6.9M · 120 accts
Administrative expenses, itemized · 2023
Investment management$27,185
Total administrative$29,439
The Dameron Alloy Foundries Corporation 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$1,308

Dameron Alloy Foundries Corporation's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$33,469
ACTUARIES UNLIMITED, INC. · Contract administrator$1,614

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$38,406 · 0.47%
2023$29,439 · 0.39%
2022$70,898 · 0.85%
Same employer
Similar plansManufacturing · California
Nevada Heat Treating, LLC CA$8.3M · 0.04%
Biomedical Devices, Inc. CA$8.2M · 0.00%
Tci Texarkana, Inc. CA$8.2M · 0.60%
Astrophysics, Inc. CA$8.1M · 0.06%
Mission Bio, Inc. CA$8.0M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952254773 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.