Plan Ledger DOL Form 5500 · updated monthly

Poly-Tainer Inc.401(k)

POLY-TAINER INC. 401(K) PLAN · SIMI VALLEY, CA · plan year 2025

Reported admin expense ratio · 2025
0.57%

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

Poly-Tainer Inc. reported $49,514 in plan administrative expenses for 2025: 0.57% of average plan assets, above the peer median. Employer contributions averaged $224 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 fell from 0.74% to 0.57%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (5,663rd of 9,483), and 9,091st of 13,661 in manufacturing. In 2025, employees put in $11.01 for every $1.00 the employer contributed; active participation has grown from 217 to 241 since 2022.

Plan summary
Net assets, end of year$9,316,799
Participants with balances170
Active participants241
Employer contributions$54,007
Employee contributions$594,539
Employer contribution per active participant$224
Average account balance$54,805
Benefits paid to participants$549,435
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$9.3M · 170 accts · $54K emplr
2024$8.2M · 150 accts · $54K emplr
2023$7.3M · 146 accts · $102K emplr
2022$6.1M · 143 accts · $48K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$49,514
Total administrative$49,514
The Poly-Tainer Inc. 401(k) match · 2025
Employer contribution per active participant$224
Median for plans this size$1,464
2025$224 per active participant
2024$248 per active participant
2023$474 per active participant
2022$221 per active participant

Poly-Tainer Inc.'s 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$49,513
HOLTHOUSE, CARLIN VAN TRIGT LLP · Accounting / auditindirect comp
WELLTH ADVISORY SERVICES, LLC · 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 history4
2025$49,514 · 0.57%
2024$45,488 · 0.59%
2023$51,791 · 0.78%
2022$47,913 · 0.74%
Same employer
Similar plansManufacturing · California
Suja Life, LLC CA$9.4M · 0.47%
Searing Industries, Inc. CA$9.4M · 0.05%
Door Components, Inc. CA$9.4M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952687185 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.