Plan Ledger DOL Form 5500 · updated monthly

Paramount and Interconex, Inc.401(k)

THE PTS, ICX, KIL 401(K) PLAN · SAN MARCOS, CA · plan year 2024

Reported admin expense ratio · 2024
0.55%

Paramount and Interconex, Inc. reported $69,723 in plan administrative expenses for 2024: 0.55% of average plan assets, higher than ~75% of peers. 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 0.40% to 0.55%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 4,717th-largest of 9,483 plans among California employers on file, and the 973rd of 2,677 in transportation & warehousing. active participation has shrunk from 234 to 200 since 2022.

Plan summary
Net assets, end of year$13,164,307
Participants with balances144
Active participants200
Employer contributions—
Employee contributions$911,775
Employer contribution per active participant—
Average account balance$91,419
Benefits paid to participants$1,526,342
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.2M · 144 accts
2023$12.4M · 154 accts
2022$11.1M · 179 accts · $69 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,577
Investment management$14,796
Total administrative$69,723
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 · 20242
FORUS ADVISORS LLCindirect comp

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$69,723 · 0.55%
2023$57,582 · 0.49%
2022$46,865 · 0.40%
Similar plansTransportation & Warehousing · California
Hecny America, Inc. CA$13.7M · 0.04%
Plastic Express CA$13.6M · 0.33%
Roadone West, Inc. CA$13.0M · 0.73%
Kkw Trucking, Inc. CA$12.9M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132671970 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.