Plan Ledger DOL Form 5500 · updated monthly

Price-Simms Management, Inc.401(k)

PRICE SIMMS FAMILY ADVANTAGE 401(K) PLAN · LARKSPUR, CA · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Price-Simms Management, Inc. reported $121,505 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $651 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 fell from 0.37% to 0.32%. 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 the 2,167th-largest of 9,483 plans among California employers on file, and the 800th of 5,215 in retail trade. In 2024, employees put in $5.14 for every $1.00 the employer contributed; active participation has shrunk from 1,162 to 1,037 since 2022.

Plan summary
Net assets, end of year$39,431,635
Participants with balances1,232
Active participants1,037
Employer contributions$675,444
Employee contributions$3,469,799
Employer contribution per active participant$651
Average account balance$32,006
Benefits paid to participants$4,555,715
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.4M · 1,232 accts · $675K emplr
2023$35.5M · 1,264 accts · $668K emplr
2022$29.7M · 1,049 accts · $600K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$100,575
Investment management$20,930
Total administrative$121,505
The Price-Simms Management, Inc. 401(k) match · 2024
Employer contribution per active participant$651
Median for plans this size$2,416
2024$651 per active participant
2023$570 per active participant
2022$516 per active participant

Price-Simms Management, 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 · 20243
JOHN HANCOCK RETIREMENT PLAN SVCS · Recordkeeping · Investment advisory (participants)$104,006
NFP RETIREMENT · Investment advisory (plan)$9,479
CREATIVE PLANNING ASSOCIATES · Investment advisory (plan)$8,020

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$121,505 · 0.32%
2023$86,441 · 0.27%
2022$111,791 · 0.37%
Same employer
Similar plansRetail Trade · California
Altern Marketing, LLC CA$40.9M · 0.53%
Worldwide Golf Shops LLC CA$38.1M · 0.74%
Berkeley Bowl Produce Inc CA$37.4M · 0.41%
Ghost Management Group, LLC CA$37.2M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465176177 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.