Plan Ledger DOL Form 5500 · updated monthly

L.E. Coppersmith, Inc.401(k)

COPPERSMITH 401(K) PROFIT SHARING PLAN · EL SEGUNDO, CA · plan year 2023

Reported admin expense ratio · 2023
0.42%

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

L.E. Coppersmith, Inc. reported $71,186 in plan administrative expenses for 2023: 0.42% of average plan assets, above the peer median. Employer contributions averaged $5,078 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 0.41% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 3,888th-largest of 9,483 plans among California employers on file, and the 795th of 2,677 in transportation & warehousing. In 2023, the employer put in $1.06 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$18,108,202
Participants with balances155
Active participants138
Employer contributions$700,828
Employee contributions$662,052
Employer contribution per active participant$5,078
Average account balance$116,827
Benefits paid to participants$1,319,108
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.3M · 144 accts · $196K emplr
2023$18.1M · 155 accts · $701K emplr
2022$15.7M · 164 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$51,103
Investment management$20,083
Total administrative$71,186
The L.E. Coppersmith, Inc. 401(k) match · 2023
Employer contribution per active participant$5,078
Median for plans this size$2,440
2024$1,476 per active participant
2023$5,078 per active participant

L.E. Coppersmith, Inc.'s 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$20,083
EMPOWER ADVISORY GROUP, LLC · Investment management$7,697
FUTUREPLAN BY ASCENSUS-KRAVITZ, LLC · Contract administratorindirect comp

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$58,870 · 0.33%
2023$71,186 · 0.42%
2022$70,918 · 0.41%
Same employer
Similar plansTransportation & Warehousing · California
Weber Distribution, LLC CA$18.7M · 0.59%
Our Best Assets, Inc. CA$18.5M · 0.09%
Blume Global, Inc. CA$18.3M · 0.00%
Corodata Corporation CA$17.9M · 0.07%
Nor-Cal Moving Services CA$17.8M · 0.24%
Chipman Corporation CA$17.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952127927 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.