Plan Ledger DOL Form 5500 · updated monthly

Pacific Coast Producers401(k)

PACIFIC COAST PRODUCERS PROFIT SHARING AND THRIFT 401(K) PLAN · LODI, CA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Pacific Coast Producers reported $55,435 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $3,591 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 0.14% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 1,464th-largest of 9,483 plans among California employers on file, and the 81st of 945 in agriculture, forestry & fishing. In 2024, employees put in $2.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$63,130,769
Participants with balances292
Active participants287
Employer contributions$1,030,570
Employee contributions$2,273,642
Employer contribution per active participant$3,591
Average account balance$216,201
Benefits paid to participants$2,475,431
Plan auditUnmodified (clean) audit opinion
AuditorCLA
Plan history3
Yearassets · accounts · employer contribution
2024$63.1M · 292 accts · $1.0M emplr
2023$55.3M · 281 accts · $1.0M emplr
2022$49.8M · 285 accts · $988K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,667
Investment management$14,768
Total administrative$55,435
The Pacific Coast Producers 401(k) match · 2024
Employer contribution per active participant$3,591
Median for plans this size$3,635
2024$3,591 per active participant
2023$3,906 per active participant
2022$3,373 per active participant

Pacific Coast Producers's 2024 employer contribution ran below the $3,635 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 · 20243
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$40,667
ALLWORTH FINANCIAL, L.P. · Investment advisory (participants)$6,529
CHARLES SCHWAB & CO., INC. · Securities brokerage$505

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$55,435 · 0.09%
2023$65,197 · 0.12%
2022$77,616 · 0.14%
Same employer
Similar plansAgriculture, Forestry & Fishing · California
Sakata Seed America, Inc. CA$76.9M · 0.10%
Grimmway Enterprises, Inc. CA$76.0M · 0.44%
J. G. Boswell Company CA$72.9M · 0.23%
The Nunes Company CA$62.2M · 0.14%
Big Creek Lumber Company CA$49.2M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941748199 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.