Plan Ledger DOL Form 5500 · updated monthly

Devil Mountain Wholesale Nursery401(k)

DEVIL MOUNTAIN WHOLESALE NURSERY 401(K) PROFIT SHARING PLAN · SAN RAMON, CA · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Devil Mountain Wholesale Nursery reported $86,989 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $901 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 0.63% to 0.52%. 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 the 3,893rd-largest of 9,483 plans among California employers on file, and the 2,057th of 4,246 in wholesale trade. In 2024, employees put in $2.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,089,587
Participants with balances240
Active participants608
Employer contributions$547,936
Employee contributions$1,106,742
Employer contribution per active participant$901
Average account balance$75,373
Benefits paid to participants$1,039,410
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.1M · 240 accts · $548K emplr
2023$15.6M · 221 accts · $487K emplr
2022$12.6M · 206 accts · $452K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,067
Investment management$39,922
Total administrative$86,989
The Devil Mountain Wholesale Nursery 401(k) match · 2024
Employer contribution per active participant$901
Median for plans this size$2,416
2024$901 per active participant
2023$725 per active participant
2022$681 per active participant

Devil Mountain Wholesale Nursery's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$47,067
MARINER RETIREMENT ADVISORS LLC · Investment advisory (plan)$39,922

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$86,989 · 0.52%
2023$75,391 · 0.54%
2022$74,872 · 0.63%
Same employer
Similar plansWholesale Trade · California
Robert Kaufman Co., Inc. CA$18.4M · 0.36%
Ifs Acquisition LLC CA$18.4M · 0.53%
Matagrano, Inc. CA$18.4M · 0.29%
Calico Brands, Inc. CA$18.0M · 0.47%
Pacific Cheese Co., Inc. CA$17.9M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943283949 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.