Plan Ledger DOL Form 5500 · updated monthly

J. G. Boswell Company401(k)

J. G. BOSWELL COMPANY 401(K) PLAN · PASADENA, CA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

J. G. Boswell Company reported $159,488 in plan administrative expenses for 2024: 0.23% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,774 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 0.21% to 0.23%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 1,286th-largest of 9,483 plans among California employers on file, and the 68th of 945 in agriculture, forestry & fishing. In 2024, the employer put in $1.02 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$72,924,644
Participants with balances1,100
Active participants685
Employer contributions$3,955,427
Employee contributions$3,863,423
Employer contribution per active participant$5,774
Average account balance$66,295
Benefits paid to participants$6,017,163
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$72.9M · 1,100 accts · $4.0M emplr
2023$63.2M · 1,131 accts · $3.7M emplr
2022$53.1M · 1,103 accts · $3.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$151,724
Total administrative$159,488
The J. G. Boswell Company 401(k) match · 2024
Employer contribution per active participant$5,774
Median for plans this size$3,635
2024$5,774 per active participant
2023$5,756 per active participant
2022$5,637 per active participant

J. G. Boswell Company's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$151,724

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$159,488 · 0.23%
2023$131,619 · 0.23%
2022$121,403 · 0.21%
Same employer
Similar plansAgriculture, Forestry & Fishing · California
Wm. Bolthouse Farms, Inc. CA$89.0M · 0.29%
Sakata Seed America, Inc. CA$76.9M · 0.10%
Grimmway Enterprises, Inc. CA$76.0M · 0.44%
Pacific Coast Producers CA$63.1M · 0.09%
The Nunes Company CA$62.2M · 0.14%
Big Creek Lumber Company CA$49.2M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 950563800 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.