Plan Ledger DOL Form 5500 · updated monthly

Frick Paper Company, Inc. dba Paper Mart401(k)

EMPLOYEES 401(K) PLAN OF FRICK PAPER CO. PARTNERSHIP DBA PAPER MART · ORANGE, CA · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

Frick Paper Company, Inc. dba Paper Mart reported $52,588 in plan administrative expenses for 2024: 0.68% of average plan assets, above the peer median. Employer contributions averaged $3,025 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 0.78% to 0.68%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (5,864th of 9,483), and 3,122nd of 4,246 in wholesale trade. In 2024, employees put in $1.63 for every $1.00 the employer contributed; active participation has shrunk from 174 to 129 since 2022.

Plan summary
Net assets, end of year$8,571,366
Participants with balances171
Active participants129
Employer contributions$390,169
Employee contributions$637,645
Employer contribution per active participant$3,025
Average account balance$50,125
Benefits paid to participants$612,073
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 171 accts · $390K emplr
2023$6.9M · 178 accts · $408K emplr
2022$5.4M · 187 accts · $380K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,004
Investment management$35,584
Total administrative$52,588
The Frick Paper Company, Inc. dba Paper Mart 401(k) match · 2024
Employer contribution per active participant$3,025
Median for plans this size$1,313
2024$3,025 per active participant
2023$2,458 per active participant
2022$2,186 per active participant

Frick Paper Company, Inc. dba Paper Mart's 2024 employer contribution ran above the $1,313 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
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$35,584
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$17,004

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$52,588 · 0.68%
2023$45,776 · 0.74%
2022$48,097 · 0.78%
Same employer
Similar plansWholesale Trade · California
California Faucets, Inc. CA$9.0M · 0.86%
Cass, Inc. CA$8.8M · 0.43%
Incentive Promotions Inc CA$8.8M · 0.57%
Lollicup USA, Inc. CA$8.7M · 1.07%
Fry Reglet Corporation CA$8.5M · 0.04%
Mountz, Inc. CA$8.3M · 0.86%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 954566735 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.