Plan Ledger DOL Form 5500 · updated monthly

La Mesa Rv Center, Inc.401(k)

LA MESA RV CENTER, INC. EMPLOYEES 401(K) RETIREMENT PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.82%

La Mesa Rv Center, Inc. reported $254,173 in plan administrative expenses for 2024: 0.82% of average plan assets, higher than ~90% 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 3 years on file its reported administrative ratio has held roughly steady near 0.82%. 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 the 2,564th-largest of 9,483 plans among California employers on file, and the 984th of 5,215 in retail trade. active participation has shrunk from 1,390 to 1,087 since 2022.

Plan summary
Net assets, end of year$31,763,720
Participants with balances1,151
Active participants1,087
Employer contributions—
Employee contributions$4,191,676
Employer contribution per active participant—
Average account balance$27,597
Benefits paid to participants$6,636,966
Plan auditUnmodified (clean) audit opinion
AuditorPKF SAN DIEGO, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$31.8M · 1,151 accts
2023$30.3M · 1,280 accts
2022$25.8M · 1,628 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$147,188
Investment management$79,747
Total administrative$254,173
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$147,188
MERRILL LYNCH PIERCE FENNER & SMITH · Pension consulting · Investment advisory (plan)$72,668
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$34,317

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$254,173 · 0.82%
2023$234,678 · 0.84%
2022$206,653 · 0.79%
Same employer
Similar plansRetail Trade · California
Bentley Mills, Inc. CA$32.9M · 0.61%
Htc America, Inc. CA$32.4M · 0.10%
Dick Browning, Inc. CA$31.0M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952781974 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.