Plan Ledger DOL Form 5500 · updated monthly

International Association of Plumbing & Mechanical Officials401(k)

INTERNATIONAL ASSOCIATION OF PLUMBING & MECHANICAL OFFICIALS 401(K) PLAN · ONTARIO, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

International Association of Plumbing & Mechanical Officials reported $127,696 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $15,812 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 rose from 0.15% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,160th-largest of 9,483 plans among California employers on file, and the 1,761st of 11,654 in professional & technical services. In 2024, the employer put in $1.67 for every $1.00 employees contributed themselves; active participation has grown from 220 to 245 since 2022.

Plan summary
Net assets, end of year$84,555,519
Participants with balances296
Active participants245
Employer contributions$3,873,917
Employee contributions$2,320,950
Employer contribution per active participant$15,812
Average account balance$285,661
Benefits paid to participants$8,240,818
Plan auditUnmodified (clean) audit opinion
AuditorMILLER GIANGRANDE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$84.6M · 296 accts · $3.9M emplr
2023$76.2M · 279 accts · $3.4M emplr
2022$62.6M · 261 accts · $3.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,693
Investment management$10,290
Total administrative$127,696
The International Association of Plumbing & Mechanical Officials 401(k) match · 2024
Employer contribution per active participant$15,812
Median for plans this size$3,635
2024$15,812 per active participant
2023$14,572 per active participant
2022$14,828 per active participant

International Association of Plumbing & Mechanical Officials's 2024 employer contribution ran above the $3,635 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 · 20244
PACIFIC WEALTH ADVISORS DBA PACIFIC · Investment advisory (plan)$71,713
EMPOWER ADVISORY GROUP, LLC · Investment management$10,290
THE RETIREMENT ADVISOR UNIVERSITY I · Investment advisory (plan)$10,000

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$127,696 · 0.16%
2023$90,043 · 0.13%
2022$101,862 · 0.15%
Same employer
Similar plansProfessional & Technical Services · California
Mangan, Inc. CA$85.8M · 0.00%
Eichleay, Inc. CA$85.4M · 0.17%
Cytokinetics, Inc. CA$84.8M · 0.00%
Ellison Technologies, Inc. CA$84.4M · 0.15%
Ampere Computing LLC CA$84.1M · 0.01%
Alpine Sg LLC CA$82.2M · 0.21%
Qualys, Inc. CA$82.2M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951603192 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.