Plan Ledger DOL Form 5500 · updated monthly

Marich Confectionery Company401(k)

MARICH CONFECTIONERY COMPANY 401(K) PLAN · HOLLISTER, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Marich Confectionery Company reported $9,058 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $893 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 fell from 0.22% to 0.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (5,876th of 9,483), and 9,429th of 13,661 in manufacturing. In 2024, employees put in $4.40 for every $1.00 the employer contributed; active participation has shrunk from 136 to 105 since 2022.

Plan summary
Net assets, end of year$8,531,354
Participants with balances137
Active participants105
Employer contributions$93,722
Employee contributions$412,596
Employer contribution per active participant$893
Average account balance$62,273
Benefits paid to participants$1,361,793
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.5M · 137 accts · $94K emplr
2023$8.2M · 159 accts · $115K emplr
2022$7.5M · 101 accts · $137K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,058
Total administrative$9,058
The Marich Confectionery Company 401(k) match · 2024
Employer contribution per active participant$893
Median for plans this size$1,313
2024$893 per active participant
2023$870 per active participant
2022$1,007 per active participant

Marich Confectionery Company'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 · 20241
UBS FINANCIAL SERVICES · Investment advisory (plan)$25,050

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$9,058 · 0.11%
2023$11,848 · 0.15%
2022$16,952 · 0.22%
Same employer
Similar plansManufacturing · California
L2T, Inc. CA$8.6M · 0.16%
Zoo Med Laboratories Inc CA$8.6M · 0.90%
Karen Kane, Inc. CA$8.5M · 1.44%
Manhattan Beachwear, LLC. CA$8.5M · 0.55%
The Sloan Company CA$8.5M · 0.46%
Brentwood Originals, Inc. CA$8.5M · 0.96%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770020098 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.