Plan Ledger DOL Form 5500 · updated monthly

Llamas Plastics Inc401(k)

LLAMAS PLASTICS INC 401(K) PROFIT SHARING PLAN & TRUST · SYLMAR, CA · plan year 2023

Reported admin expense ratio · 2023
1.10%

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

Llamas Plastics Inc reported $37,587 in plan administrative expenses for 2023: 1.10% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 has held roughly steady near 1.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (7,534th of 9,483), and 11,925th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$3,670,150
Participants with balances104
Active participants96
Employer contributions$0
Employee contributions$179,544
Employer contribution per active participant$0
Average account balance$35,290
Benefits paid to participants$38,817
Plan auditUnmodified (clean) audit opinion
AuditorPENSON ASSURANCE LLC
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$3.7M · 104 accts
2022$3.1M · 107 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,688
Investment management$30,939
Trustee / custodial$960
Total administrative$37,587
The Llamas Plastics Inc 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$1,308

Llamas Plastics Inc's 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom 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 · 20232
MERRILL LYNCH, PIERCE, FENNER · Investment advisory (plan) · Recordkeeping$30,939
PAYCHEX, INC. · Investment advisory (plan) · Recordkeeping$5,748

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

Recordkeeper by year2
2024Paychex
2023Bank of America / Merrill, Paychex

This plan has changed recordkeepers within these filings. If you left Llamas Plastics Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023$37,587 · 1.10%
2022$36,581 · 1.09%
Similar plansManufacturing · California
Vineburg LLC CA$3.7M · 0.64%
Vpet USA, LLC CA$3.7M · 0.94%
A Rudin Inc CA$3.7M · 0.62%
Kaweah Container, Inc. CA$3.7M · 0.80%
Byd U.S. Holding, Inc. CA$3.7M · 2.63%
Momentus Inc. CA$3.7M · 0.13%
Galaxy Desserts, Inc. CA$3.6M · 1.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953194249 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.