PARAMOUNT EXPORT COMPANY PROFIT SHARING AND 401(K) PLAN · OAKLAND, CA · plan year 2023
Reported admin expense ratio · 2023
0.08%
Paramount Export Company reported $29,098 in plan administrative expenses for 2023: 0.08% of average plan assets, lower 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 fell from 0.21% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,183rd-largest of 9,483 plans among California employers on file, and the 1,059th of 4,246 in wholesale trade.
Plan summary
Net assets, end of year$39,022,511
Participants with balances109
Active participants56
Employer contributions—
Employee contributions$348,075
Employer contribution per active participant—
Average account balance$358,005
Benefits paid to participants$1,137,205
Plan auditUnmodified (clean) audit opinion
AuditorCOMYNS, SMITH, MCCLEARY & DEAVER, L
Plan history3
Yearassets · accounts · employer contribution
2024$38.5M · 97 accts
2023$39.0M · 109 accts
2022$32.0M · 112 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$14,098
Investment management$15,000
Total administrative$29,098
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 · 20233
MILLIMAN · Recordkeeping · Consulting$14,098
CAMBRIDGE INVESTMENT RESEARCH · Valuation$15,000
MATRIX TRUST COMPANY · Trusteeindirect 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$48,568 · 0.13%
2023$29,098 · 0.08%
2022$64,554 · 0.21%
All plans at this employer2
PARAMOUNT EXPORT COMPANY PROFIT SHARING AND 401(K) PLAN401(k) + ESOP (KSOP)
PARAMOUNT EXPORT COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP
Source: U.S. Department of Labor, Form 5500 series, EIN 941424927 ·
Verify on EFAST2 ·
Amounts are as reported by the plan sponsor for the plan year shown.