Plan Ledger DOL Form 5500 · updated monthly

Linden Trading Company, Inc.401(k)

RETIREMENT SAVINGS PLAN · ORANGE, CA · plan year 2024

Reported admin expense ratio · 2024
0.74%

Linden Trading Company, Inc. reported $87,316 in plan administrative expenses for 2024: 0.74% 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 0.74%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 4,726th-largest of 9,483 plans among California employers on file, and 2,549th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$13,133,670
Participants with balances753
Active participants579
Employer contributions—
Employee contributions$1,643,256
Employer contribution per active participant—
Average account balance$17,442
Benefits paid to participants$723,683
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.1M · 753 accts
2023$10.4M · 542 accts
2022$8.4M · 481 accts · $73K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,167
Investment management$35,149
Total administrative$87,316
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
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$1,450
LPL FINANCIAL LLC - RPCP · Investment advisory (participants)$35,149

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$87,316 · 0.74%
2023$66,026 · 0.70%
2022$65,493 · 0.72%
Similar plansWholesale Trade · California
Invasix Inc CA$13.4M · 0.07%
Pacific Groservice CA$13.3M · 0.73%
West Pak Avocado, Inc. CA$13.2M · 1.15%
Green Rubber-Kennedy AG, LP CA$13.1M · 0.41%
Msi Computer Corp CA$13.1M · 0.23%
Good Source Solutions, Inc. CA$13.0M · 0.77%
Shock Doctor, Inc. CA$13.0M · 0.04%
Daniels Tire Service, Inc. CA$13.0M · 0.64%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 330224825 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.