Plan Ledger DOL Form 5500 · updated monthly

Dolan's of Concord/Pinole401(k)

DOLAN'S OF CONCORD/PINOLE 401(K) PLAN · PLEASANT HILL, CA · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Dolan's of Concord/Pinole reported $40,688 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $3,562 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 0.26% to 0.38%. 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 (5,146th of 9,483), and 2,758th of 4,246 in wholesale trade. In 2024, employees put in $1.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,206,632
Participants with balances121
Active participants99
Employer contributions$352,638
Employee contributions$606,749
Employer contribution per active participant$3,562
Average account balance$92,617
Benefits paid to participants$1,511,524
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.2M · 121 accts · $353K emplr
2023$10.5M · 128 accts · $179K emplr
2022$8.7M · 122 accts · $160K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,688
Total administrative$40,688
The Dolan's of Concord/Pinole 401(k) match · 2024
Employer contribution per active participant$3,562
Median for plans this size$2,416
2024$3,562 per active participant
2023$1,645 per active participant
2022$1,573 per active participant

Dolan's of Concord/Pinole's 2024 employer contribution ran above 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$40,687
BAYBRIDGE CAPITAL GROUP, LLC · Investment advisory (plan)indirect comp

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$40,688 · 0.38%
2023$36,149 · 0.38%
2022$24,515 · 0.26%
Same employer
Similar plansWholesale Trade · California
Hanwha Q Cells America CA$11.7M · 0.39%
Rancho Foods Inc. CA$11.7M · 0.03%
Test Rite Products Corp. CA$11.4M · 0.60%
Ziphq, Inc. CA$11.3M · 0.10%
Stone Distributing Company CA$11.1M · 0.13%
Turf Star, Inc. CA$10.9M · 0.01%
Mechanix Wear, LLC CA$10.8M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941500201 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.