Plan Ledger DOL Form 5500 · updated monthly

Ly Brothers Corporation401(k)

SUGAR BOWL BAKERY 401(K) PLAN · HAYWARD, CA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Ly Brothers Corporation reported $40,754 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $766 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 0.30%. 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 4,389th-largest of 9,483 plans among California employers on file, and the 1,897th of 5,215 in retail trade. In 2024, employees put in $4.27 for every $1.00 the employer contributed; active participation has grown from 418 to 462 since 2022.

Plan summary
Net assets, end of year$15,031,513
Participants with balances441
Active participants462
Employer contributions$354,115
Employee contributions$1,513,012
Employer contribution per active participant$766
Average account balance$34,085
Benefits paid to participants$521,865
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.0M · 441 accts · $354K emplr
2023$12.0M · 439 accts · $285K emplr
2022$9.0M · 430 accts · $247K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,744
Investment management$15,010
Total administrative$40,754
The Ly Brothers Corporation 401(k) match · 2024
Employer contribution per active participant$766
Median for plans this size$2,416
2024$766 per active participant
2023$606 per active participant
2022$591 per active participant

Ly Brothers Corporation's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$45,257
PRIME CAPITAL INVESTMENT ADVISORS · Investment advisory (plan)$15,010

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$40,754 · 0.30%
2023$37,751 · 0.36%
2022$29,927 · 0.31%
Same employer
Similar plansRetail Trade · California
Janie and Jack, LLC CA$15.2M · 0.54%
Don Roberto Jewelers Inc CA$15.1M · 0.15%
Jones Lumber Company, Inc CA$15.0M · 0.31%
Citrus Motors Ontario, Inc. CA$14.9M · 0.38%
Windsor Fashions, Inc. CA$14.8M · 1.44%
Wine.com CA$14.7M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943170390 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.