Plan Ledger DOL Form 5500 · updated monthly

Goldenwest Diamond Corporation401(k)

GOLDENWEST DIAMOND CORPORATION 401K PLAN · TUSTIN, CA · plan year 2025

Reported admin expense ratio · 2025
0.59%

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

Goldenwest Diamond Corporation reported $53,151 in plan administrative expenses for 2025: 0.59% of average plan assets, above the peer median. Employer contributions averaged $824 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 rose from 0.05% to 0.59%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (5,618th of 9,483), and 2,742nd of 5,215 in retail trade. In 2025, employees put in $3.60 for every $1.00 the employer contributed; active participation has grown from 147 to 162 since 2022.

Plan summary
Net assets, end of year$9,460,716
Participants with balances117
Active participants162
Employer contributions$133,539
Employee contributions$480,559
Employer contribution per active participant$824
Average account balance$80,861
Benefits paid to participants$1,018,079
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$9.5M · 117 accts · $134K emplr
2024$8.7M · 120 accts · $141K emplr
2023$8.2M · 135 accts · $100K emplr
2022$7.4M · 139 accts · $144K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$53,151
Total administrative$53,151
The Goldenwest Diamond Corporation 401(k) match · 2025
Employer contribution per active participant$824
Median for plans this size$1,464
2025$824 per active participant
2024$845 per active participant
2023$681 per active participant
2022$980 per active participant

Goldenwest Diamond Corporation's 2025 employer contribution ran below the $1,464 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$53,151
NEW YORK LIFE SECURITIES · Other servicesindirect comp

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$53,151 · 0.59%
2024$51,777 · 0.61%
2023$1,023 · 0.01%
2022$3,840 · 0.05%
Similar plansRetail Trade · California
My Chevrolet, Inc. CA$9.7M · 0.72%
Hassan & Sons, Inc. CA$9.6M · 1.23%
Entertainment Earth, LLC CA$9.6M · 0.54%
Lularoe, LLC CA$9.4M · 0.04%
Truepill, Inc CA$9.4M · 0.59%
Turners Outdoors Inc. CA$9.4M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953691055 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.