Plan Ledger DOL Form 5500 · updated monthly

Pacific Consolidated Industries, LLC401(k)

PACIFIC CONSOLIDATED INDUSTRIES 401(K) RETIREMENT PLAN · RIVERSIDE, CA · plan year 2024

Reported admin expense ratio · 2024
0.89%

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

Pacific Consolidated Industries, LLC reported $95,007 in plan administrative expenses for 2024: 0.89% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,104 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 0.47% to 0.89%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (5,115th of 9,483), and 8,229th of 13,661 in manufacturing. In 2024, employees put in $2.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,364,628
Participants with balances128
Active participants107
Employer contributions$332,131
Employee contributions$843,580
Employer contribution per active participant$3,104
Average account balance$88,786
Benefits paid to participants$1,192,091
Plan auditUnmodified (clean) audit opinion
AuditorMICHAEL J. CONKEY & ASSOCIATES, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$11.4M · 128 accts · $332K emplr
2023$10.0M · 130 accts · $290K emplr
2022$8.8M · 136 accts · $238K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$95,007
Total administrative$95,007
The Pacific Consolidated Industries, LLC 401(k) match · 2024
Employer contribution per active participant$3,104
Median for plans this size$2,416
2024$3,104 per active participant
2023$2,641 per active participant
2022$2,123 per active participant

Pacific Consolidated Industries, LLC's 2024 employer contribution ran above the $2,416 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 · 20245
RAYMOND JAMES · Investment advisory (plan)$37,151
ASCENSUS HOLDINGS INC DBA FUTUREPLA · Contract administrator$3,875
EMPOWER ADVISORY GROUP, LLC · Investment management$1,772
MICHAEL J CONKEY & ASSOCIATES · Accounting / audit$254

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$95,007 · 0.89%
2023$55,071 · 0.58%
2022$46,474 · 0.47%
Same employer
Similar plansManufacturing · California
Sierrathermal, Inc. CA$11.4M · 0.02%
Acutus Medical, Inc. CA$11.4M · 0.21%
Biscomerica Corporation CA$11.3M · 0.06%
Sdi Industries, Inc. CA$11.2M · 0.47%
Jp Lamborn Co., Inc CA$11.2M · 0.93%
Solid State Devices, Inc. CA$11.2M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200180043 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.