Plan Ledger DOL Form 5500 · updated monthly

M Bar C Construction, Inc.401(k)

NEST EGG 401(K) RETIREMENT SAVINGS PLAN · SAN MARCOS, CA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

M Bar C Construction, Inc. reported $34,991 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $3,931 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 0.298%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in California (4,796th of 9,483), and 2,702nd of 5,337 in construction. In 2024, employees put in $1.01 for every $1.00 the employer contributed; active participation has grown from 132 to 207 since 2022.

Plan summary
Net assets, end of year$12,873,363
Participants with balances271
Active participants207
Employer contributions$813,801
Employee contributions$824,083
Employer contribution per active participant$3,931
Average account balance$47,503
Benefits paid to participants$859,390
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.9M · 271 accts · $814K emplr
2023$10.6M · 249 accts · $634K emplr
2022$8.8M · 239 accts · $616K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,991
Total administrative$34,991
The M Bar C Construction, Inc. 401(k) match · 2024
Employer contribution per active participant$3,931
Median for plans this size$2,416
2024$3,931 per active participant
2023$3,465 per active participant
2022$4,669 per active participant

M Bar C Construction, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$25,673
ECONOMIC GROUP PENSION SERVICES · Contract administrator$10,187
CAPITAL GROUP RETIREMENT PLAN SERV$7,568

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$34,991 · 0.30%
2023$29,342 · 0.30%
2022$28,103 · 0.30%
Same employer
Similar plansConstruction · California
Saarman Construction, LTD. CA$13.2M · 0.37%
Hillcrest Contracting, Inc. CA$12.8M · 0.65%
Westech Systems, LLC CA$12.7M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203171392 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.