Plan Ledger DOL Form 5500 · updated monthly

Plant/Allison Corporation401(k)

PLANT/ALLISON CORPORATION PROFIT SHARING 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Plant/Allison Corporation reported $62,529 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $12,954 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 0.00% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 1,522nd-largest of 9,483 plans among California employers on file, and the 917th of 5,337 in construction. In 2024, employees put in $1.07 for every $1.00 the employer contributed; active participation has grown from 110 to 123 since 2022.

Plan summary
Net assets, end of year$60,296,642
Participants with balances177
Active participants123
Employer contributions$1,593,286
Employee contributions$1,706,852
Employer contribution per active participant$12,954
Average account balance$340,659
Benefits paid to participants$3,756,809
Plan auditUnmodified (clean) audit opinion
AuditorHOOD & STRONG LLP
Plan history3
Yearassets · accounts · employer contribution
2024$60.3M · 177 accts · $1.6M emplr
2023$51.1M · 169 accts · $1.8M emplr
2022$46.1M · 177 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,529
Total administrative$62,529
The Plant/Allison Corporation 401(k) match · 2024
Employer contribution per active participant$12,954
Median for plans this size$3,635
2024$12,954 per active participant
2023$15,838 per active participant
2022$17,226 per active participant

Plant/Allison Corporation's 2024 employer contribution ran above the $3,635 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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$41,254
TOWERS WATSON INVESTMENT SERVICES I · Investment advisory (plan)$45,000

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

Recordkeeper by year2
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Plant/Allison Corporation before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$62,529 · 0.11%
2023$22,105 · 0.05%
2022$2,272 · 0.00%
Same employer
Similar plansConstruction · California
Reed Family Companies CA$60.1M · 0.35%
Bernards Bros. Inc. CA$58.6M · 0.03%
Truebeck Construction, Inc. CA$58.4M · 0.10%
Clark Pacific CA$57.8M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010611050 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.