Plan Ledger DOL Form 5500 · updated monthly

Pindler & Pindler, Inc.Profit-sharing plan

PINDLER & PINDLER, INC. EMPLOYEES' PROFIT SHARING PLAN · MOORPARK, CA · plan year 2024

Reported admin expense ratio · 2024
0.84%

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

Pindler & Pindler, Inc. reported $129,982 in plan administrative expenses for 2024: 0.84% of average plan assets, higher than ~90% of peers. Employer contributions averaged $5,232 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 3 years on file its reported administrative ratio has held roughly steady near 0.839%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 4,186th-largest of 9,483 plans among California employers on file, and the 6,751st of 13,661 in manufacturing.

Plan summary
Net assets, end of year$16,222,419
Participants with balances149
Active participants122
Employer contributions$638,315
Employee contributions$0
Employer contribution per active participant$5,232
Average account balance$108,875
Benefits paid to participants$612,342
Plan auditUnmodified (clean) audit opinion
AuditorMELONI HRIBAL TRATNER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$16.2M · 149 accts · $638K emplr
2023$14.7M · 147 accts · $708K emplr
2022$14.2M · 147 accts · $738K emplr
Administrative expenses, itemized · 2024
Investment management$129,007
Total administrative$129,982
Employer contributions to the Pindler & Pindler, Inc. plan · 2024
Employer contribution per active participant$5,232
Median for plans this size$2,416
2024$5,232 per active participant
2023$5,852 per active participant
2022$5,766 per active participant

Pindler & Pindler, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20241
OPPENHEIMER & CO. · Custodial (securities) · Investment management$129,007

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$129,982 · 0.84%
2023$119,920 · 0.83%
2022$130,759 · 0.84%
Same employer
Similar plansManufacturing · California
C. Mondavi & Family CA$16.3M · 0.03%
Gorilla Circuits CA$16.2M · 0.49%
O'Neill Wetsuits, LLC CA$16.2M · 0.01%
Mdc Vacuum Products, LLC CA$16.2M · 0.44%
Noritz America Corporation CA$16.1M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951851466 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.