Plan Ledger DOL Form 5500 · updated monthly

M.C. LLC401(k)

ANTHONY & JOANN FANTICOLA FAMILY LTD PARTNERSHIP 401(K) PROFIT SHARING PLAN · TUSTIN, CA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

M.C. LLC reported $17,695 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $1,157 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 rose from 0.03% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (4,865th of 9,483), and the 1,444th of 3,341 in other services. In 2024, the employer put in $1.09 for every $1.00 employees contributed themselves; active participation has grown from 554 to 804 since 2022.

Plan summary
Net assets, end of year$12,550,248
Participants with balances553
Active participants804
Employer contributions$930,274
Employee contributions$852,092
Employer contribution per active participant$1,157
Average account balance$22,695
Benefits paid to participants$704,128
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.6M · 553 accts · $930K emplr
2023$10.3M · 461 accts · $751K emplr
2022$7.8M · 542 accts · $711K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,382
Investment management$15,313
Total administrative$17,695
The M.C. LLC 401(k) match · 2024
Employer contribution per active participant$1,157
Median for plans this size$2,416
2024$1,157 per active participant
2023$965 per active participant
2022$1,283 per active participant

M.C. LLC'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 · 20243
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$15,313
JPMORGAN INVEST HOLDINGS LLC$2,382

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$17,695 · 0.15%
2023$2,036 · 0.02%
2022$2,213 · 0.03%
Same employer
Similar plansOther Services · California
McKinley Children's Center CA$12.5M · 0.69%
Coit Services, Inc. CA$12.5M · 0.70%
Civicactions, Inc. CA$12.3M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 331109067 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.