Plan Ledger DOL Form 5500 · updated monthly

J. R. Pierce Plumbing Co., Inc. of Sacramento401(k)

J. R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN · ROCKLIN, CA · plan year 2024

Reported admin expense ratio · 2024
0.74%

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

J. R. Pierce Plumbing Co., Inc. of Sacramento reported $91,665 in plan administrative expenses for 2024: 0.74% of average plan assets, higher than ~90% of peers. Employer contributions averaged $115 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 0.99% to 0.74%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 4,708th-largest of 9,483 plans among California employers on file, and the 2,662nd of 5,337 in construction. In 2024, employees put in $20.71 for every $1.00 the employer contributed; active participation has grown from 446 to 560 since 2022.

Plan summary
Net assets, end of year$13,251,820
Participants with balances827
Active participants560
Employer contributions$64,166
Employee contributions$1,329,081
Employer contribution per active participant$115
Average account balance$16,024
Benefits paid to participants$783,659
Plan auditUnmodified (clean) audit opinion
AuditorBFBA, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.3M · 827 accts · $64K emplr
2023$11.4M · 758 accts · $63K emplr
2022$9.0M · 759 accts · $64K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,154
Investment management$16,011
Audit (IQPA)$13,500
Total administrative$91,665
The J. R. Pierce Plumbing Co., Inc. of Sacramento 401(k) match · 2024
Employer contribution per active participant$115
Median for plans this size$2,416
2024$115 per active participant
2023$141 per active participant
2022$144 per active participant

J. R. Pierce Plumbing Co., Inc. of Sacramento's 2024 employer contribution ran below the $2,416 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$62,153
CAMBRIDGE INVESTMENT RESEARCH, INC. · Investment advisory (plan)$16,011
BFBA · Accounting / audit$13,500

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$91,665 · 0.74%
2023$94,586 · 0.93%
2022$92,453 · 0.99%
Same employer
Similar plansConstruction · California
Toro Enterprises, Inc. CA$13.5M · 0.30%
The Spanos Corporation CA$13.4M · 0.17%
Park West Landscape, Inc. CA$13.3M · 0.40%
Saarman Construction, LTD. CA$13.2M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941571374 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.