Plan Ledger DOL Form 5500 · updated monthly

Fox Head, Inc.401(k)

FOX HEAD, INC. RETIREMENT TRUST · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Fox Head, Inc. reported $10,911 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.61% to 0.04%. 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 3,010th-largest of 9,483 plans among California employers on file, and the 4,995th of 13,661 in manufacturing. active participation has shrunk from 227 to 116 since 2022.

Plan summary
Net assets, end of year$25,916,134
Participants with balances268
Active participants116
Employer contributions$0
Employee contributions$0
Employer contribution per active participant$0
Average account balance$96,702
Benefits paid to participants$2,266,487
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$25.9M · 268 accts
2023$24.9M · 327 accts · $669K emplr
2022$20.5M · 314 accts · $690K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,911
Total administrative$10,911
The Fox Head, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416
2023$2,777 per active participant
2022$3,038 per active participant

Fox Head, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20241
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$10,911

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

Administrative cost history4
2025Not separately reported
2024$10,911 · 0.04%
2023$61,407 · 0.27%
2022$135,492 · 0.61%
Similar plansManufacturing · California
Palecek CA$26.2M · 0.29%
Psiquantum Corp. CA$26.2M · 0.25%
Aeva, Inc. CA$25.9M · 0.25%
Lantronix CA$25.8M · 0.22%
Firestone Walker, Inc. CA$25.7M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942296099 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.