Plan Ledger DOL Form 5500 · updated monthly

Maxco Supply, Inc401(k)

MAXCO SUPPLY, INC. 401(K) PLAN AND TRUST · PARLIER, CA · plan year 2024

Reported admin expense ratio · 2024
0.32%

Maxco Supply, Inc reported $30,337 in plan administrative expenses for 2024: 0.32% of average plan assets, below the peer median. 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 0.35% to 0.32%. 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 (5,447th of 9,483), and 8,766th of 13,661 in manufacturing. In 2024, employees put in $1.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,015,411
Participants with balances0
Active participants0
Employer contributions$378,908
Employee contributions$616,845
Employer contribution per active participant—
Average account balance—
Benefits paid to participants$867,174
Plan auditUnmodified (clean) audit opinion
AuditorBOWMAN & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · $379K emplr
2023$8.8M · 195 accts · $327K emplr
2022$7.7M · 149 accts · $262K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,856
Investment management$21,481
Total administrative$30,337
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
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$20,743
EMPOWER ADVISORY GROUP, LLC · Investment management$738

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$30,337 · 0.32%
2023$25,008 · 0.30%
2022$28,396 · 0.35%
Same employer
Similar plansManufacturing · California
Barco Uniforms, Inc. CA$10.1M · 0.23%
Pro-Dex Inc. CA$10.0M · 0.24%
Cline Cellars, Inc. CA$10.0M · 0.47%
Richwood Meat Company, Inc. CA$10.0M · 0.90%
Best Formulations, LLC CA$9.9M · 0.92%
Lin Engineering, Inc. CA$9.9M · 0.56%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 942181697 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.