Plan Ledger DOL Form 5500 · updated monthly

Fluidmaster, Inc.401(k)

FLUIDMASTER, INC. SAVINGS PLAN · SAN JUAN CAPISTRANO, CA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Fluidmaster, Inc. reported $111,607 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $12,394 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 0.33% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,695th-largest of 9,483 plans among California employers on file, and the 3,012th of 13,661 in manufacturing. In 2024, employees put in $1.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$53,195,180
Participants with balances194
Active participants133
Employer contributions$1,648,416
Employee contributions$1,683,124
Employer contribution per active participant$12,394
Average account balance$274,202
Benefits paid to participants$4,655,180
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$53.2M · 194 accts · $1.6M emplr
2023$49.1M · 205 accts · $1.4M emplr
2022$46.1M · 215 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Investment management$111,607
Total administrative$111,607
The Fluidmaster, Inc. 401(k) match · 2024
Employer contribution per active participant$12,394
Median for plans this size$3,635
2024$12,394 per active participant
2023$10,499 per active participant
2022$10,867 per active participant

Fluidmaster, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20246
MARCUM LLP · Accounting / audit$22,150
CPS EMPLOYER BENEFITS INS SOLUTIONS · Investment advisory (plan)$15,233
ASCENSUS HOLDINGS INC DBA FUTUREPLA · Contract administrator$13,505
EMPOWER ADVISORY GROUP, LLC · Investment management$6,873
ASCENSUSindirect 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$111,607 · 0.22%
2023$85,550 · 0.18%
2022$160,148 · 0.33%
Same employer
Similar plansManufacturing · California
The Gill Corporation CA$55.1M · 0.03%
Caymus Vineyards CA$53.2M · 0.30%
Ebara Technologies, Inc. CA$53.1M · 0.39%
Coherus Biosciences, Inc. CA$52.7M · 0.15%
Jakks Pacific, Inc. CA$52.4M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951942465 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.