Plan Ledger DOL Form 5500 · updated monthly

Ildico Inc401(k)

ILDICO 401K PLAN · BEVERLY HILLS, CA · plan year 2024

Reported admin expense ratio · 2024
0.81%

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

Ildico Inc reported $34,462 in plan administrative expenses for 2024: 0.81% of average plan assets, above the peer median. Employer contributions averaged $4,445 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (7,030th of 9,483), and 3,792nd of 5,215 in retail trade. In 2024, employees put in $1.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,912,591
Participants with balances134
Active participants112
Employer contributions$497,841
Employee contributions$606,128
Employer contribution per active participant$4,445
Average account balance$36,661
Benefits paid to participants$299,753
Plan auditUnmodified (clean) audit opinion
AuditorCLUMECK STERN
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,212
Investment management$31,250
Total administrative$34,462
The Ildico Inc 401(k) match · 2024
Employer contribution per active participant$4,445
Median for plans this size$1,313

Ildico Inc'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 · 20243
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$31,249
ADP, INC. · Loan processing · Recordkeeping$3,212
ADP BROKER-DEALER · 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 history1
2024$34,462 · 0.81%
Similar plansRetail Trade · California
Ocelot Engineering, Inc. CA$5.0M · 0.41%
Southgate Glass & Screen CA$5.0M · 0.62%
Bob Stall Chevrolet CA$5.0M · 0.11%
Vallarta Supermarkets CA$4.8M · 1.45%
Etekcity Corporation CA$4.8M · 0.32%
Metro Motors, Inc. CA$4.8M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954106825 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.