Plan Ledger DOL Form 5500 · updated monthly

Mag Brand Group, LLC401(k)

THE RETIREMENT AND SAVINGS PLAN · SANTA FE SPRINGS, CA · plan year 2025

Reported admin expense ratio · 2025
0.61%

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

Mag Brand Group, LLC reported $320,566 in plan administrative expenses for 2025: 0.61% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,026 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.

The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,689th-largest of 9,483 plans among California employers on file, and the 768th of 4,246 in wholesale trade. In 2025, employees put in $1.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$53,374,130
Participants with balances754
Active participants94
Employer contributions$190,441
Employee contributions$296,392
Employer contribution per active participant$2,026
Average account balance$70,788
Benefits paid to participants$6,138,049
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$241,282
Investment management$56,784
Audit (IQPA)$22,500
Total administrative$320,566
The Mag Brand Group, LLC 401(k) match · 2025
Employer contribution per active participant$2,026
Median for plans this size$4,093

Mag Brand Group, LLC's 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
JOHN HANCOCK · Recordkeeping · Loan processing$241,282
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$56,784
REDPATH AND COMPANY LLC · Accounting / audit$22,500

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

Administrative cost history1
2025$320,566 · 0.61%
Same employer
Similar plansWholesale Trade · California
Lyons Magnus, LLC CA$54.0M · 0.49%
Sakura Finetek USA, Inc. CA$53.8M · 0.09%
Fff Enterprises, Inc. CA$53.0M · 0.31%
Bachem Americas ,Inc. CA$51.6M · 0.15%
West Coast Materials, Inc. CA$51.2M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 933920233 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.