Plan Ledger DOL Form 5500 · updated monthly

Del Rey Avocado Company, Inc.Profit-sharing plan

DEL REY AVOCADO COMPANY, INC. PROFIT SHARING PLAN · FALLBROOK, CA · plan year 2023

Reported admin expense ratio · 2023
0.46%

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

Del Rey Avocado Company, Inc. reported $37,513 in plan administrative expenses for 2023: 0.46% of average plan assets, below the peer median. Employer contributions averaged $4,785 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 0.47% to 0.38%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,831st of 9,483), and 8,418th of 11,654 in professional & technical services. active participation has grown from 65 to 95 since 2022.

Plan summary
Net assets, end of year$8,696,922
Participants with balances122
Active participants95
Employer contributions$454,528
Employee contributions$0
Employer contribution per active participant$4,785
Average account balance$71,286
Benefits paid to participants$227,675
Plan auditUnmodified (clean) audit opinion
AuditorWIEGEL,SZEKEL AND FRISBY
Plan history3
Yearassets · accounts · employer contribution
2024$5.1M · 128 accts · $510K emplr
2023$8.7M · 122 accts · $455K emplr
2022$7.5M · 122 accts · $308K emplr
Administrative expenses, itemized · 2023
Investment management$37,513
Total administrative$37,513
Employer contributions to the Del Rey Avocado Company, Inc. plan · 2023
Employer contribution per active participant$4,785
Median for plans this size$1,308
2024$5,794 per active participant
2023$4,785 per active participant
2022$4,737 per active participant

Del Rey Avocado Company, Inc.'s 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 · 20231
TRUIST · Investment advisory (plan)$37,513

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$26,241 · 0.38%
2023$37,513 · 0.46%
2022$40,080 · 0.47%
Similar plansProfessional & Technical Services · California
Calyx Technology Inc. CA$8.8M · 0.00%
Ocean Media, LLC CA$8.7M · 0.31%
Innovaccer CA$8.7M · 0.39%
Procede Software LP CA$8.7M · 0.68%
Whalar Inc CA$8.7M · 0.15%
Veryon CA$8.6M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330350350 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.