Plan Ledger DOL Form 5500 · updated monthly

Pete's Road Service, Inc.401(k)

PETE'S ROAD SERVICE, INC. 401(K) PROFIT SHARING PLAN · FULLERTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Pete's Road Service, Inc. reported $13,896 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $746 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 0.02% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (4,764th of 9,483), and the 2,139th of 5,215 in retail trade. In 2024, employees put in $4.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,986,991
Participants with balances182
Active participants134
Employer contributions$100,000
Employee contributions$467,875
Employer contribution per active participant$746
Average account balance$71,357
Benefits paid to participants$800,391
Plan auditUnmodified (clean) audit opinion
AuditorDAVID L. BUCK CPA
Plan history3
Yearassets · accounts · employer contribution
2024$13.0M · 182 accts · $100K emplr
2023$11.5M · 228 accts · $60K emplr
2022$9.4M · 226 accts · $100K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,896
Total administrative$13,896
The Pete's Road Service, Inc. 401(k) match · 2024
Employer contribution per active participant$746
Median for plans this size$2,416
2024$746 per active participant
2023$458 per active participant
2022$741 per active participant

Pete's Road Service, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20242
DAVID L. BUCK, CPA$9,000
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$4,896

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$13,896 · 0.11%
2023$2,325 · 0.02%
2022$2,153 · 0.02%
Same employer
Similar plansRetail Trade · California
Grove Collaborative, Inc. CA$13.1M · 0.56%
Signal Products, Inc. CA$12.9M · 0.03%
Vista Ford Inc. CA$12.9M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952591159 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.