Plan Ledger DOL Form 5500 · updated monthly

National Pecan Company401(k)

NATIONAL PECAN COMPANY 401(K) PLAN · STOCKTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

National Pecan Company reported $12,575 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. Employer contributions averaged $1,291 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 0.35% to 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in California (7,895th of 9,483), and 747th of 945 in agriculture, forestry & fishing. In 2024, the employer put in $1.29 for every $1.00 employees contributed themselves; active participation has grown from 108 to 136 since 2022.

Plan summary
Net assets, end of year$2,902,264
Participants with balances274
Active participants136
Employer contributions$175,591
Employee contributions$136,401
Employer contribution per active participant$1,291
Average account balance$10,592
Benefits paid to participants$312,088
Plan auditUnmodified (clean) audit opinion
AuditorMOSS ADAMS
Plan history3
Yearassets · accounts · employer contribution
2024$2.9M · 274 accts · $176K emplr
2023$2.6M · 198 accts · $167K emplr
2022$2.3M · 147 accts · $128K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,153
Investment management$422
Total administrative$12,575
The National Pecan Company 401(k) match · 2024
Employer contribution per active participant$1,291
Median for plans this size$1,313
2024$1,291 per active participant
2023$1,193 per active participant
2022$1,182 per active participant

National Pecan 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
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$12,153

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$12,575 · 0.46%
2023$10,456 · 0.42%
2022$9,605 · 0.35%
Similar plansAgriculture, Forestry & Fishing · California
Jakov Dulcich and Sons CA$3.0M · 0.77%
Calplant 1 LLC CA$3.0M · 0.22%
J. Marchini & Son, Inc. CA$2.9M · 0.91%
Wespak, Inc. CA$2.9M · 0.39%
Gourmet Mushrooms, Inc. CA$2.9M · 0.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471468518 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.