Plan Ledger DOL Form 5500 · updated monthly

Family Pet Mortuary, Inc.401(k)

FAMILY PET MORTUARY, INC. 401(K) PLAN · TURLOCK, CA · plan year 2024

Reported admin expense ratio · 2024
0.71%

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

Family Pet Mortuary, Inc. reported $4,139 in plan administrative expenses for 2024: 0.71% of average plan assets, below the peer median. Employer contributions averaged $2,513 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (9,093rd of 9,483), and 3,195th of 3,341 in other services. In 2024, the employer put in $4.18 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$474,694
Participants with balances55
Active participants16
Employer contributions$40,202
Employee contributions$9,614
Employer contribution per active participant$2,513
Average account balance$8,631
Benefits paid to participants$356,217
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,887
Investment management$252
Total administrative$4,139
The Family Pet Mortuary, Inc. 401(k) match · 2024
Employer contribution per active participant$2,513
Median for plans this size$540

Family Pet Mortuary, Inc.'s 2024 employer contribution ran above the $540 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
EMPOWER ADVISORY GROUP, LLC · Investment management$252

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

Administrative cost history1
2024$4,139 · 0.71%
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Nexsentio Inc CA$527K · 0.81%
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Pacific Drive-Ins LLC CA$413K · 6.03%
Pwlc II Inc CA$277K · 3.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814474272 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.