Plan Ledger DOL Form 5500 · updated monthly

Pea Soup Andersens-Santa Nella,401(k)

PEA SOUP ANDERSEN'S-SANTA NELLA, INC EMPLOYEE SAVINGS PLAN · SANTA MARIA, CA · plan year 2025

Reported admin expense ratio · 2025
0.97%

Pea Soup Andersens-Santa Nella, reported $35,214 in plan administrative expenses for 2025: 0.97% 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 3 years on file its reported administrative ratio fell from 1.58% to 0.97%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in California (7,441st of 9,483), and the 1,046th of 2,240 in accommodation & food services. active participation has grown from 162 to 334 since 2022.

Plan summary
Net assets, end of year$3,873,737
Participants with balances311
Active participants334
Employer contributions—
Employee contributions$342,871
Employer contribution per active participant—
Average account balance$12,456
Benefits paid to participants$296,010
Plan auditUnmodified (clean) audit opinion
AuditorCARON & BLETZER , PLLC
Plan history4
Yearassets · accounts · employer contribution
2025$3.9M · 311 accts
2024$3.4M · 310 accts
2023$3.5M · 335 accts
2022$3.1M · 318 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$8,970
Investment management$26,244
Total administrative$35,214
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
CAPFINANCIAL PARTNERS, LLC · Recordkeeping · Trustee$26,179
ADP, INC. · Recordkeeping · Loan processing$8,970

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

Recordkeeper by year3
2025ADP, CAPFINANCIAL PARTNERS, LLC
2024ADP, CAPFINANCIAL PARTNERS, LLC
2023ADP, CAPFINANCIAL PARTNERS, LLC

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Administrative cost history4
2025$35,214 · 0.97%
2024$60,994 · 1.77%
2023$53,308 · 1.62%
2022$51,780 · 1.58%
Similar plansAccommodation & Food Services · California
Crowne Plaza Foster City CA$4.2M · 0.67%
Shakey's USA, Inc. CA$3.9M · 0.28%
Clk HR Acquisition, LLC CA$3.7M · 0.95%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205889934 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.