Plan Ledger DOL Form 5500 · updated monthly

Fleenor Company, Inc.401(k)

FLEENOR COMPANY, INC. 401(K) PLAN · ALAMEDA, CA · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Fleenor Company, Inc. reported $62,744 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,342 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 0.52% to 0.54%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (4,979th of 9,483), and 8,040th of 13,661 in manufacturing. In 2024, employees put in $2.05 for every $1.00 the employer contributed; active participation has shrunk from 240 to 174 since 2022.

Plan summary
Net assets, end of year$11,986,956
Participants with balances125
Active participants174
Employer contributions$233,479
Employee contributions$477,624
Employer contribution per active participant$1,342
Average account balance$95,896
Benefits paid to participants$1,353,650
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.0M · 125 accts · $233K emplr
2023$11.1M · 138 accts · $267K emplr
2022$8.9M · 121 accts · $266K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,744
Total administrative$62,744
The Fleenor Company, Inc. 401(k) match · 2024
Employer contribution per active participant$1,342
Median for plans this size$2,416
2024$1,342 per active participant
2023$1,231 per active participant
2022$1,107 per active participant

Fleenor Company, Inc.'s 2024 employer contribution ran below 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 · 20243
JOHN HANCOCK LIFE INS. COMPANY · Recordkeeping · Investment management$34,474
RAYMOND JAMES FSA INC · Investment advisory (participants)$22,995
FLYNN, SHOJINAGA & ASSOCIATES$5,275

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$62,744 · 0.54%
2023$53,981 · 0.54%
2022$48,984 · 0.52%
Same employer
Similar plansManufacturing · California
Guayaki CA$12.0M · 0.56%
Galasso's Bakery CA$12.0M · 0.58%
Ceribell, Inc. CA$12.0M · 0.13%
Asteelflash USA Corp CA$11.9M · 0.19%
Mag Instrument, Inc. CA$11.9M · 0.56%
Pentel of America, LTD CA$11.9M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942616973 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.