Plan Ledger DOL Form 5500 · updated monthly

Plocher Holding Company401(k)

PLOCHER HOLDING COMPANY 401(K) PROFIT SHARING PLAN · LOS ANGELES, CA · plan year 2023

Reported admin expense ratio · 2023
0.34%

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

Plocher Holding Company reported $22,130 in plan administrative expenses for 2023: 0.34% of average plan assets, below the peer median. Employer contributions averaged $6,116 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 22,307 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in California (7,579th of 9,483), and 4,555th of 4,798 in finance & insurance. In 2023, employees put in $3.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,573,587
Participants with balances38
Active participants12
Employer contributions$73,390
Employee contributions$293,033
Employer contribution per active participant$6,116
Average account balance$94,042
Benefits paid to participants$144,580
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$22,130
Total administrative$22,130
The Plocher Holding Company 401(k) match · 2023
Employer contribution per active participant$6,116
Median for plans this size$1,308

Plocher Holding Company's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$20,815
NORTHWESTERN MUTUAL WEALTH MGMT · Investment advisory (plan)indirect 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
2023$22,130 · 0.34%
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Source: U.S. Department of Labor, Form 5500 series, EIN 843280384 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.