Plan Ledger DOL Form 5500 · updated monthly

Golden State Medical Supply, Inc.401(k)

GOLDEN STATE MEDICAL SUPPLY, INC. 401(K) PLAN · CAMARILLO, CA · plan year 2025

Reported admin expense ratio · 2025
0.52%

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

Golden State Medical Supply, Inc. reported $69,189 in plan administrative expenses for 2025: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,871 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 3 years on file its reported administrative ratio fell from 0.70% to 0.52%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other administrative & support services employers. By assets it is the 4,306th-largest of 9,483 plans among California employers on file, and the 747th of 2,534 in administrative & support services. In 2025, employees put in $1.96 for every $1.00 the employer contributed; active participation has grown from 215 to 257 since 2022.

Plan summary
Net assets, end of year$15,532,087
Participants with balances295
Active participants257
Employer contributions$994,734
Employee contributions$1,953,502
Employer contribution per active participant$3,871
Average account balance$52,651
Benefits paid to participants$784,103
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$15.5M · 295 accts · $995K emplr
2024$11.1M · 266 accts · $767K emplr
2023$7.0M · 223 accts · $625K emplr
2022$5.0M · 224 accts · $627K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$39,148
Investment management$30,041
Total administrative$69,189
The Golden State Medical Supply, Inc. 401(k) match · 2025
Employer contribution per active participant$3,871
Median for plans this size$2,666
2025$3,871 per active participant
2024$3,158 per active participant
2023$2,991 per active participant
2022$2,915 per active participant

Golden State Medical Supply, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$39,148
MORGAN STANLEY · Investment advisory (plan)$30,041

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

Administrative cost history4
2025$69,189 · 0.52%
2024$55,611 · 0.61%
2023$40,496 · 0.68%
2022$32,765 · 0.70%
Same employer
Similar plansAdministrative & Support Services · California
Metagenomi, Inc CA$16.0M · 0.38%
Optima Tax Relief, LLC CA$15.9M · 0.77%
Ek Health Services, Inc. CA$15.7M · 0.49%
Spmb LLC CA$15.7M · 0.45%
Movement for Life, Inc. CA$15.2M · 0.16%
Mariposa Landscapes, Inc. CA$14.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954226167 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.