Plan Ledger DOL Form 5500 · updated monthly

Nor-Cal Beverage Co., Inc.401(k)

NOR-CAL BEVERAGE CO., INC. EMPLOYEE RETIREMENT PLA · WEST SACRAMENTO, CA · plan year 2023

Reported admin expense ratio · 2023
0.36%

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

Nor-Cal Beverage Co., Inc. reported $199,465 in plan administrative expenses for 2023: 0.36% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,761 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 1 year on file its reported administrative ratio rose from 0.34% to 0.36%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,585th-largest of 9,483 plans among California employers on file, and the 2,841st of 13,661 in manufacturing. In 2023, employees put in $3.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$57,638,556
Participants with balances988
Active participants744
Employer contributions$1,310,154
Employee contributions$4,118,422
Employer contribution per active participant$1,761
Average account balance$58,339
Benefits paid to participants$8,495,192
Plan auditUnmodified (clean) audit opinion
AuditorBFBA , LLP
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $136K emplr
2023$57.6M · 988 accts · $1.3M emplr
2022$52.6M · 957 accts · $998K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$121,395
Investment management$75,610
Total administrative$199,465
The Nor-Cal Beverage Co., Inc. 401(k) match · 2023
Employer contribution per active participant$1,761
Median for plans this size$3,659
2023$1,761 per active participant
2022$1,308 per active participant

Nor-Cal Beverage Co., Inc.'s 2023 employer contribution ran below the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PRUDENTIAL RETIREMENT INSURANCE AND · Contract administrator · Recordkeeping$121,395
WELLS FARGO ADVISORS · Investment advisory (plan)$75,610

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

Recordkeeper by year2
2024Empower
2023Prudential

This plan has changed recordkeepers within these filings. If you left Nor-Cal Beverage Co., Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023$199,465 · 0.36%
2022$196,347 · 0.34%
Same employer
Similar plansManufacturing · California
Neophotonics Corporation CA$58.3M · 0.09%
Accuride International Inc. CA$58.1M · 0.02%
Gcx Corporation CA$58.0M · 0.16%
Prudential Lighting Corp. CA$57.6M · 0.06%
Doorking, Inc. CA$56.3M · 0.14%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 941722564 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.