Plan Ledger DOL Form 5500 · updated monthly

Paxon Energy & Infrastructure401(k)

PAXON ENERGY & INFRASTRUCTURE 401(K) PROFIT SHARING PLAN · PLEASANTON, CA · plan year 2024

Reported admin expense ratio · 2024
1.62%

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

Paxon Energy & Infrastructure reported $47,889 in plan administrative expenses for 2024: 1.62% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,169 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 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (7,609th of 9,483), and 3,868th of 4,246 in wholesale trade. In 2024, employees put in $2.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,502,934
Participants with balances156
Active participants142
Employer contributions$307,988
Employee contributions$736,677
Employer contribution per active participant$2,169
Average account balance$22,455
Benefits paid to participants$412,505
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,624
Investment management$7,265
Total administrative$47,889
The Paxon Energy & Infrastructure 401(k) match · 2024
Employer contribution per active participant$2,169
Median for plans this size$1,313

Paxon Energy & Infrastructure's 2024 employer contribution ran above the $1,313 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
ADP, INC. · Loan processing · Recordkeeping$40,624
MORGAN STANLEY SMITH BARNEY · Recordkeeping · Trustee$7,264
ADP BROKER-DEALERindirect comp

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

Administrative cost history1
2024$47,889 · 1.62%
Similar plansWholesale Trade · California
Floral Supply Syndicate CA$3.7M · 0.28%
Ys Garments LLC CA$3.7M · 0.12%
Abbyson Living, LLC CA$3.5M · 0.05%
Biospace Inc, dba Inbody CA$3.5M · 0.49%
Alpargatas USA, Inc. CA$3.5M · 0.08%
E.C. Group, Inc. CA$3.4M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813692843 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.