Plan Ledger DOL Form 5500 · updated monthly

Deacon Holdings, Inc.401(k)

THE DEACON 401(K) PLAN · CITRUS HEIGHTS, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Deacon Holdings, Inc. reported $172,044 in plan administrative expenses for 2024: 0.28% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,352 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 0.15% to 0.28%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 1,416th-largest of 9,483 plans among California employers on file, and the 870th of 5,337 in construction. In 2024, employees put in $1.94 for every $1.00 the employer contributed; active participation has shrunk from 305 to 272 since 2022.

Plan summary
Net assets, end of year$65,152,757
Participants with balances465
Active participants272
Employer contributions$1,455,661
Employee contributions$2,827,226
Employer contribution per active participant$5,352
Average account balance$140,113
Benefits paid to participants$6,562,811
Plan auditUnmodified (clean) audit opinion
AuditorBFBA, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$65.2M · 465 accts · $1.5M emplr
2023$59.1M · 449 accts · $1.4M emplr
2022$51.2M · 455 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$105,266
Investment management$66,778
Total administrative$172,044
The Deacon Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$5,352
Median for plans this size$3,635
2024$5,352 per active participant
2023$4,730 per active participant
2022$4,088 per active participant

Deacon Holdings, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$105,265
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$66,778

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$172,044 · 0.28%
2023$87,102 · 0.16%
2022$82,490 · 0.15%
Similar plansConstruction · California
Cahill Contractors LLC CA$68.7M · 0.01%
Rex Signature Services, LLC CA$67.5M · 0.43%
Xl Industries CA$65.7M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943321764 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.