Plan Ledger DOL Form 5500 · updated monthly

John Boyd Enterprises Inc401(k)

JOHN BOYD ENTERPRISES INC PROFIT SHARING 401K PLAN & TRUST · SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.42%

John Boyd Enterprises Inc reported $96,967 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. 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 0.38% to 0.42%. 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 3,180th-largest of 9,483 plans among California employers on file, and the 5,238th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$24,168,538
Participants with balances130
Active participants134
Employer contributions—
Employee contributions$179,294
Employer contribution per active participant—
Average account balance$185,912
Benefits paid to participants$2,119,867
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.2M · 130 accts
2023$22.3M · 136 accts
2022$19.7M · 137 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,320
Investment management$59,442
Audit (IQPA)$23,205
Total administrative$96,967
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
HOYLECOHEN LLC · Investment advisory (plan)$58,295
CLIFTONLARSONALLEN LLP$23,205
ASSOCIATED PENSION CONSULTANTS · Contract administrator$14,320
CAPITAL GROUP RETIREMENT PLAN SVCS$1,147

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$96,967 · 0.42%
2023$91,823 · 0.44%
2022$88,209 · 0.38%
Same employer
Similar plansManufacturing · California
Astro Pak Corporation CA$24.5M · 0.13%
Indie LLC CA$24.5M · 0.42%
Organicgirl, LLC CA$24.4M · 0.01%
Palomar Technologies, Inc. CA$24.3M · 0.18%
The Lyman Group, Inc. CA$24.2M · 0.16%
Emerald Packaging, Inc. CA$24.0M · 0.35%
Wei-Chuan, U.S.A., Inc. CA$24.0M · 0.97%
Asahi Intecc USA, Inc. CA$24.0M · 0.67%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 680033959 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.