Plan Ledger DOL Form 5500 · updated monthly

Lollicup USA, Inc.401(k)

LOLLICUP USA RETIREMENT PLAN · CHINO, CA · plan year 2024

Reported admin expense ratio · 2024
1.07%

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

Lollicup USA, Inc. reported $84,711 in plan administrative expenses for 2024: 1.07% of average plan assets, higher than ~75% of peers. Employer contributions averaged $942 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 3 years on file its reported administrative ratio has held roughly steady near 1.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (5,817th of 9,483), and 3,095th of 4,246 in wholesale trade. In 2024, employees put in $2.02 for every $1.00 the employer contributed; active participation has grown from 318 to 417 since 2022.

Plan summary
Net assets, end of year$8,729,792
Participants with balances253
Active participants417
Employer contributions$392,989
Employee contributions$792,745
Employer contribution per active participant$942
Average account balance$34,505
Benefits paid to participants$608,261
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.7M · 253 accts · $393K emplr
2023$7.1M · 236 accts · $365K emplr
2022$5.2M · 223 accts · $340K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,201
Investment management$42,180
Total administrative$84,711
The Lollicup USA, Inc. 401(k) match · 2024
Employer contribution per active participant$942
Median for plans this size$1,313
2024$942 per active participant
2023$870 per active participant
2022$1,069 per active participant

Lollicup USA, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
JOHN HANCOCK USA · Recordkeeping · Investment management$720
MERRILL LYNCH · Investment advisory (participants)$42,180

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$84,711 · 1.07%
2023$66,429 · 1.08%
2022$55,486 · 1.03%
Same employer
Similar plansWholesale Trade · California
California Faucets, Inc. CA$9.0M · 0.86%
Cass, Inc. CA$8.8M · 0.43%
Incentive Promotions Inc CA$8.8M · 0.57%
Fry Reglet Corporation CA$8.5M · 0.04%
Mountz, Inc. CA$8.3M · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954781960 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.