Plan Ledger DOL Form 5500 · updated monthly

R.H. Peterson Co.401(k)

R.H. PETERSON CO. 401(K) RETIREMENT PLAN · CITY OF INDUSTRY, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

R.H. Peterson Co. reported $4,963 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,148 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 0.04% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 3,494th-largest of 9,483 plans among California employers on file, and the 587th of 2,534 in administrative & support services. In 2024, employees put in $1.84 for every $1.00 the employer contributed; active participation has shrunk from 232 to 198 since 2022.

Plan summary
Net assets, end of year$21,165,003
Participants with balances278
Active participants198
Employer contributions$425,320
Employee contributions$780,696
Employer contribution per active participant$2,148
Average account balance$76,133
Benefits paid to participants$1,189,823
Plan auditUnmodified (clean) audit opinion
AuditorOSTROW REISIN BERK & ABRAMS, LTD
Plan history3
Yearassets · accounts · employer contribution
2024$21.2M · 278 accts · $425K emplr
2023$18.6M · 286 accts · $401K emplr
2022$16.2M · 321 accts · $448K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,963
Total administrative$4,963
The R.H. Peterson Co. 401(k) match · 2024
Employer contribution per active participant$2,148
Median for plans this size$2,416
2024$2,148 per active participant
2023$1,977 per active participant
2022$1,933 per active participant

R.H. Peterson Co.'s 2024 employer contribution ran below the $2,416 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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$4,963
RBC WEALTH MANAGEMENTindirect comp
RAYMOND JAMES FINANCIAL SERVICESindirect comp
NATIONAL FINANCIAL SERVICES LLCindirect comp

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

Administrative cost history3
2024$4,963 · 0.02%
2023$7,538 · 0.04%
2022$7,252 · 0.04%
Same employer
Similar plansAdministrative & Support Services · California
Amawaterways, LLC CA$22.8M · 0.01%
Uscb, Inc. CA$22.6M · 0.00%
McP Services, Inc. CA$22.1M · 0.37%
Trusted Health, Inc. CA$21.3M · 0.29%
Judy Madrigal & Associates CA$21.1M · 1.08%
Outsource, LLC CA$20.2M · 1.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953137229 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.