Plan Ledger DOL Form 5500 · updated monthly

Fuscoe Engineering Inc401(k)

FUSCOE ENGINEERING, INC. 401K PROFIT SHARING PLAN & TRUST · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Fuscoe Engineering Inc reported $3,751 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,853 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 0.05% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,279th-largest of 9,483 plans among California employers on file, and the 3,523rd of 11,654 in professional & technical services. In 2024, employees put in $2.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$36,921,544
Participants with balances243
Active participants154
Employer contributions$593,301
Employee contributions$1,760,387
Employer contribution per active participant$3,853
Average account balance$151,941
Benefits paid to participants$2,813,261
Plan auditUnmodified (clean) audit opinion
AuditorROORDA, PIQUET & BESSEE, INC. CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$36.9M · 243 accts · $593K emplr
2023$33.0M · 226 accts · $561K emplr
2022$30.8M · 222 accts · $581K emplr
Administrative expenses, itemized · 2024
Investment management$10,327
Audit (IQPA)$12,000
Total administrative$3,751
The Fuscoe Engineering Inc 401(k) match · 2024
Employer contribution per active participant$3,853
Median for plans this size$2,416
2024$3,853 per active participant
2023$3,665 per active participant
2022$3,680 per active participant

Fuscoe Engineering Inc's 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20243
ROORDA, PIQUET & BESSEE, INC. · Accounting / audit$12,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$10,327
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$3,751 · 0.01%
2023$3,929 · 0.01%
2022$15,372 · 0.05%
All plans at this employer2
FUSCOE ENGINEERING, INC. 401K PROFIT SHARING PLAN & TRUST401(k)
FUSCOE ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Climateworks Foundation CA$37.3M · 0.33%
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Durect Corporation CA$36.8M · 0.11%
Dannis Woliver Kelley CA$36.6M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330531135 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.