Plan Ledger DOL Form 5500 · updated monthly

Flory Industries, Inc.401(k)

FLORY INDUSTRIES, INC. PROFIT SHARING 401(K) PLAN · SALIDA, CA · plan year 2024

Reported admin expense ratio · 2024
0.37%

Flory Industries, Inc. reported $96,398 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. 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 3 years on file its reported administrative ratio has held roughly steady near 0.37%. 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 the 2,906th-largest of 9,483 plans among California employers on file, and the 4,871st of 13,661 in manufacturing. active participation has shrunk from 376 to 254 since 2022.

Plan summary
Net assets, end of year$26,948,899
Participants with balances363
Active participants254
Employer contributions—
Employee contributions$1,438,631
Employer contribution per active participant—
Average account balance$74,239
Benefits paid to participants$4,937,388
Plan auditUnmodified (clean) audit opinion
AuditorGRIMBLEBY COLEMAN ADVISORS & ACCOUN
Plan history3
Yearassets · accounts · employer contribution
2024$26.9M · 363 accts
2023$25.1M · 447 accts
2022$23.5M · 502 accts · $925K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$96,398
Total administrative$96,398
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
JOHN HANCOCK · Recordkeeping$36,063
KESTRA INVESTMENT SERVICES, LLC · Investment advisory (participants) · Investment advisory (plan)$52,856

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$96,398 · 0.37%
2023$90,394 · 0.37%
2022$88,240 · 0.36%
Same employer
Similar plansManufacturing · California
Capstone Green Energy, LLC CA$27.4M · 0.35%
Bega North America, Inc. CA$27.2M · 0.03%
Screenbeam Inc. CA$26.9M · 0.04%
Storm Industries, Inc. CA$26.8M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942162773 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.