Plan Ledger DOL Form 5500 · updated monthly

Niagara Bottling, LLC401(k)

NIAGARA WATER RETIREMENT PLAN · DIAMOND BAR, CA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Niagara Bottling, LLC reported $238,414 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $993 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 0.16% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 440th-largest of 9,483 plans among California employers on file, and the 927th of 13,661 in manufacturing. In 2024, employees put in $4.87 for every $1.00 the employer contributed; active participation has grown from 6,772 to 7,947 since 2022.

Plan summary
Net assets, end of year$272,257,922
Participants with balances5,519
Active participants7,947
Employer contributions$7,894,937
Employee contributions$38,445,190
Employer contribution per active participant$993
Average account balance$49,331
Benefits paid to participants$23,998,157
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$272.3M · 5,519 accts · $7.9M emplr
2023$208.0M · 4,936 accts · $6.8M emplr
2022$141.3M · 4,254 accts · $5.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$238,414
Total administrative$238,414
The Niagara Bottling, LLC 401(k) match · 2024
Employer contribution per active participant$993
Median for plans this size$3,635
2024$993 per active participant
2023$1,017 per active participant
2022$804 per active participant

Niagara Bottling, LLC's 2024 employer contribution ran below the $3,635 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$238,414

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$238,414 · 0.10%
2023$226,800 · 0.13%
2022$232,453 · 0.16%
Same employer
Similar plansManufacturing · California
Formfactor, Inc. CA$276.8M · 0.12%
Cohu, Inc. CA$274.3M · 0.00%
Plantronics, Inc. CA$272.1M · 0.01%
Lumentum Operations LLC CA$271.5M · 0.04%
Riverbed Technology LLC CA$270.9M · 0.04%
Osi Systems, Inc. CA$269.8M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330843510 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.