Plan Ledger DOL Form 5500 · updated monthly

Purgo Intermediate Holdings, LLC401(k)

PURGO 401(K) PLAN · FRESNO, CA · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Purgo Intermediate Holdings, LLC reported $48,723 in plan administrative expenses for 2024: 0.50% of average plan assets, below the peer median. Employer contributions averaged $1,759 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 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (5,335th of 9,483), and 8,597th of 13,661 in manufacturing. In 2024, employees put in $3.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,413,100
Participants with balances175
Active participants154
Employer contributions$270,864
Employee contributions$980,834
Employer contribution per active participant$1,759
Average account balance$59,503
Benefits paid to participants$1,094,709
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,004
Investment management$28,719
Total administrative$48,723
The Purgo Intermediate Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$1,759
Median for plans this size$1,313

Purgo Intermediate Holdings, LLC's 2024 employer contribution ran above the $1,313 median for plans its size. 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
LPL FINANCIAL LLC · Investment advisory (plan)$21,485
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$20,004
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,233

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

Administrative cost history1
2024$48,723 · 0.50%
Same employer
Similar plansManufacturing · California
Valley Chrome Plating, Inc. CA$10.6M · 0.61%
Fisker Group Inc. CA$10.5M · 0.15%
Everett Graphics, Inc. CA$10.5M · 0.48%
Apricot Designs, Inc. CA$10.4M · 0.06%
Analytik Jena US LLC CA$10.4M · 0.01%
Aeye, Inc. CA$10.4M · 0.44%
True Organic Products, Inc. CA$10.3M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 881381655 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.