Plan Ledger DOL Form 5500 · updated monthly

Jerry Leigh of California, Inc.401(k)

JERRY LEIGH OF CALIFORNIA, INC. 401(K) PROFIT SHARING PLAN · VAN NUYS, CA · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Jerry Leigh of California, Inc. reported $51,892 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $458 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 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 4,140th-largest of 9,483 plans among California employers on file, and the 6,676th of 13,661 in manufacturing. In 2024, employees put in $6.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,502,881
Participants with balances385
Active participants274
Employer contributions$125,496
Employee contributions$756,196
Employer contribution per active participant$458
Average account balance$42,865
Benefits paid to participants$1,331,450
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.5M · 385 accts · $125K emplr
2023$15.1M · 493 accts · $125K emplr
2022$12.8M · 478 accts · $130K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,892
Investment management$15,000
Total administrative$51,892
The Jerry Leigh of California, Inc. 401(k) match · 2024
Employer contribution per active participant$458
Median for plans this size$2,416
2024$458 per active participant
2023$424 per active participant
2022$459 per active participant

Jerry Leigh of California, Inc.'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 · 20242
ASCENSUS LLC · Loan processing · Recordkeeping$19,638
ADVUS FINANCIAL PARTNERS LLC · Investment advisory (plan)$28,675

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

Recordkeeper by year2
2024Ascensus
2023Vanguard

This plan has changed recordkeepers within these filings. If you left Jerry Leigh of California, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$51,892 · 0.33%
2023$35,224 · 0.25%
2022$20,373 · 0.15%
Same employer
Similar plansManufacturing · California
D-Link Systems, Inc CA$16.7M · 0.24%
Mp Associates, Inc. CA$16.6M · 0.00%
Kagome Inc. CA$16.4M · 0.76%
C. Mondavi & Family CA$16.3M · 0.03%
Gorilla Circuits CA$16.2M · 0.49%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 953179026 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.