Plan Ledger DOL Form 5500 · updated monthly

L.N. Curtis & Sons401(k)

L.N. CURTIS & SONS 401(K) RETIREMENT PLAN · WALNUT CREEK, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

L.N. Curtis & Sons reported $5,231 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. 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 0.03% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (4,954th of 9,483), and the 2,263rd of 5,215 in retail trade. active participation has grown from 263 to 296 since 2022.

Plan summary
Net assets, end of year$12,078,132
Participants with balances153
Active participants296
Employer contributions—
Employee contributions$763,158
Employer contribution per active participant—
Average account balance$78,942
Benefits paid to participants$1,009,920
Plan auditUnmodified (clean) audit opinion
AuditorELSENER & ELSENER, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$12.1M · 153 accts
2023$10.7M · 157 accts
2022$8.7M · 148 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,231
Total administrative$5,231
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 · 20241
CBIZ INVESTMENT ADVISORY · Consultingindirect 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$5,231 · 0.05%
2023$2,216 · 0.02%
2022$2,524 · 0.03%
Same employer
Similar plansRetail Trade · California
Lumens, Inc. CA$12.5M · 0.60%
Commerce Media Holdings CA$12.4M · 0.12%
Serena & Lily, Inc. CA$12.3M · 0.34%
Road Runner Sports, Inc. CA$12.0M · 0.70%
Orgain, LLC CA$12.0M · 0.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941214350 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.