Plan Ledger DOL Form 5500 · updated monthly

J. Marchini & Son, Inc.401(k)

J. MARCHINI & SON, INC. 401(K) PLAN · LEGRAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.91%

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

J. Marchini & Son, Inc. reported $24,205 in plan administrative expenses for 2024: 0.91% of average plan assets, higher than ~75% of peers. Employer contributions averaged $347 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 fell from 1.00% to 0.91%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in California (7,892nd of 9,483), and 746th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,905,068
Participants with balances138
Active participants543
Employer contributions$188,427
Employee contributions$254,005
Employer contribution per active participant$347
Average account balance$21,051
Benefits paid to participants$134,966
Plan auditUnmodified (clean) audit opinion
AuditorJWT & ASSOCIATES, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$2.9M · 138 accts · $188K emplr
2023$2.4M · 135 accts · $189K emplr
2022$1.8M · 134 accts · $187K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,205
Total administrative$24,205
The J. Marchini & Son, Inc. 401(k) match · 2024
Employer contribution per active participant$347
Median for plans this size$1,313
2024$347 per active participant
2023$345 per active participant
2022$344 per active participant

J. Marchini & Son, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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
THE VANGUARD GROUP, INC. · Recordkeeping$12,325
BRIDGEWATER ADVISORY GROUP · Investment advisory (plan) · Investment management$12,945
HICKS PENSION SERVICES · Accounting / audit$1,125

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$24,205 · 0.91%
2023$20,792 · 0.99%
2022$18,276 · 1.00%
Similar plansAgriculture, Forestry & Fishing · California
Jakov Dulcich and Sons CA$3.0M · 0.77%
Calplant 1 LLC CA$3.0M · 0.22%
National Pecan Company CA$2.9M · 0.46%
Wespak, Inc. CA$2.9M · 0.39%
Gourmet Mushrooms, Inc. CA$2.9M · 0.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770226588 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.