Plan Ledger DOL Form 5500 · updated monthly

Fungi Perfecti, LLC401(k)

FUNGI PERFECTI, LLC 401(K) PROFIT SHARING PLAN · SHELTON, WA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Fungi Perfecti, LLC reported $15,103 in plan administrative expenses for 2024: 0.16% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,866 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 0.40% to 0.16%. 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 Washington (1,032nd of 1,714), and 2,823rd of 4,246 in wholesale trade. In 2024, employees put in $1.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,720,933
Participants with balances133
Active participants145
Employer contributions$560,553
Employee contributions$884,958
Employer contribution per active participant$3,866
Average account balance$80,609
Benefits paid to participants$335,048
Plan auditUnmodified (clean) audit opinion
AuditorSHANNON & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$10.7M · 133 accts · $561K emplr
2023$8.2M · 119 accts · $481K emplr
2022$6.2M · 116 accts · $437K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,103
Total administrative$15,103
The Fungi Perfecti, LLC 401(k) match · 2024
Employer contribution per active participant$3,866
Median for plans this size$1,313
2024$3,866 per active participant
2023$3,593 per active participant
2022$3,213 per active participant

Fungi Perfecti, LLC'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
ADP, INC. · Loan processing · Recordkeeping$15,103
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP, SCS

This plan has changed recordkeepers within these filings. If you left Fungi Perfecti, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$15,103 · 0.16%
2023$41,117 · 0.57%
2022$24,348 · 0.40%
Same employer
Similar plansWholesale Trade · Washington
Spokane Produce, Inc. WA$12.6M · 0.43%
Western Materials, Inc. WA$12.2M · 0.01%
King Beverage, Inc. WA$11.9M · 0.05%
C. Stein, Inc. dba Csb WA$10.2M · 0.59%
Baden Sports, Inc. WA$9.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911281854 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.