Plan Ledger DOL Form 5500 · updated monthly

Daniels Tire Service, Inc.401(k)

DANIELS TIRE SERVICE, INC. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST · SANTA FE SPRINGS, CA · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Daniels Tire Service, Inc. reported $79,971 in plan administrative expenses for 2024: 0.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,080 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 0.59% to 0.64%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (4,759th of 9,483), and 2,567th of 4,246 in wholesale trade. In 2024, employees put in $2.68 for every $1.00 the employer contributed; active participation has grown from 158 to 176 since 2022.

Plan summary
Net assets, end of year$12,996,166
Participants with balances131
Active participants176
Employer contributions$366,098
Employee contributions$980,308
Employer contribution per active participant$2,080
Average account balance$99,207
Benefits paid to participants$2,147,005
Plan auditUnmodified (clean) audit opinion
AuditorHARVEY & PARMELEE, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.0M · 131 accts · $366K emplr
2023$12.1M · 117 accts · $346K emplr
2022$10.1M · 120 accts · $302K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,971
Total administrative$79,971
The Daniels Tire Service, Inc. 401(k) match · 2024
Employer contribution per active participant$2,080
Median for plans this size$2,416
2024$2,080 per active participant
2023$2,098 per active participant
2022$1,909 per active participant

Daniels Tire Service, Inc.'s 2024 employer contribution ran below 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
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping$76,773

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$79,971 · 0.64%
2023$69,821 · 0.63%
2022$62,856 · 0.59%
Same employer
Similar plansWholesale Trade · California
Msi Computer Corp CA$13.1M · 0.23%
Good Source Solutions, Inc. CA$13.0M · 0.77%
Shock Doctor, Inc. CA$13.0M · 0.04%
Mar-Val Food Store NO1 Inc CA$12.9M · 0.60%
Ocusun, LLC CA$12.9M · 0.81%
Southwest Traders, Inc CA$12.8M · 1.09%
Pjs Lumber, Inc. CA$12.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952548015 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.