Plan Ledger DOL Form 5500 · updated monthly

Oakville Produce Partners, LLC401(k)

GREENLEAF/OAKVILLE PRODUCE PARTNERS, LLC 401(K) PLAN · BRISBANE, CA · plan year 2022

Reported admin expense ratio · 2022
0.48%

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

Oakville Produce Partners, LLC reported $41,134 in plan administrative expenses for 2022: 0.48% of average plan assets, below the peer median. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (5,950th of 9,483), and 3,173rd of 4,246 in wholesale trade. In 2022, employees put in $2.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,236,544
Participants with balances71
Active participants143
Employer contributions$251,858
Employee contributions$528,824
Employer contribution per active participant$1,761
Average account balance$116,008
Benefits paid to participants$168,307
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$41,134
Total administrative$41,134
The Oakville Produce Partners, LLC 401(k) match · 2022
Employer contribution per active participant$1,761
Median for plans this size$1,114

Oakville Produce Partners, LLC's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$41,134 · 0.48%
Similar plansWholesale Trade · California
Lollicup USA, Inc. CA$8.7M · 1.07%
Fry Reglet Corporation CA$8.5M · 0.04%
Mountz, Inc. CA$8.3M · 0.86%
Nzg Specialities, Inc. CA$8.1M · 0.51%
Rare Beauty, LLC CA$8.0M · 0.10%
Medvantx, Inc. CA$8.0M · 0.55%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 261491091 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.