Plan Ledger DOL Form 5500 · updated monthly

Geary Pacific Corporation401(k)

GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST · ANAHEIM, CA · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Geary Pacific Corporation reported $64,849 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $8,403 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 0.25% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,751st-largest of 9,483 plans among California employers on file, and the 1,401st of 4,246 in wholesale trade. In 2024, the employer put in $1.40 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$28,927,108
Participants with balances251
Active participants238
Employer contributions$2,000,000
Employee contributions$1,431,780
Employer contribution per active participant$8,403
Average account balance$115,247
Benefits paid to participants$2,004,385
Plan auditUnmodified (clean) audit opinion
AuditorREDWITZ, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$28.9M · 251 accts · $2.0M emplr
2023$24.8M · 252 accts · $2.0M emplr
2022$21.7M · 279 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,849
Total administrative$64,849
The Geary Pacific Corporation 401(k) match · 2024
Employer contribution per active participant$8,403
Median for plans this size$2,416
2024$8,403 per active participant
2023$8,246 per active participant
2022$8,008 per active participant

Geary Pacific Corporation's 2024 employer contribution ran above the $2,416 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 · 20241

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$64,849 · 0.24%
2023$2,964 · 0.01%
2022$59,926 · 0.25%
Same employer
Similar plansWholesale Trade · California
Ta Chen International, Inc. CA$29.1M · 0.26%
Beyond Meat, Inc. CA$29.0M · 0.57%
T.M. Cobb Company CA$28.6M · 0.59%
Samsung Sdi America, Inc. CA$28.1M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952141577 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.