Plan Ledger DOL Form 5500 · updated monthly

R Torre & Company Inc.401(k)

R TORRE & COMPANY EMPLOYEE 401(K) AND PROFIT SHARING PLAN · SAN LEANDRO, CA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

R Torre & Company Inc. reported $49,769 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,342 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 has held roughly steady near 0.104%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,715th-largest of 9,483 plans among California employers on file, and the 3,056th of 13,661 in manufacturing. In 2024, employees put in $1.35 for every $1.00 the employer contributed; active participation has grown from 257 to 347 since 2022.

Plan summary
Net assets, end of year$52,106,942
Participants with balances325
Active participants347
Employer contributions$1,853,722
Employee contributions$2,508,109
Employer contribution per active participant$5,342
Average account balance$160,329
Benefits paid to participants$2,381,110
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$52.1M · 325 accts · $1.9M emplr
2023$43.7M · 278 accts · $1.7M emplr
2022$36.2M · 260 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,769
Total administrative$49,769
The R Torre & Company Inc. 401(k) match · 2024
Employer contribution per active participant$5,342
Median for plans this size$2,416
2024$5,342 per active participant
2023$6,225 per active participant
2022$5,910 per active participant

R Torre & Company Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241

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$49,769 · 0.10%
2023$40,597 · 0.10%
2022$40,215 · 0.10%
All plans at this employer2
R TORRE & COMPANY EMPLOYEE 401(K) AND PROFIT SHARING PLAN401(k)
TORANI TEAM MEMBER EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansManufacturing · California
Coherus Biosciences, Inc. CA$52.7M · 0.15%
Jakks Pacific, Inc. CA$52.4M · 0.21%
Jelly Belly Candy Company CA$52.2M · 0.01%
Wallner Holdings, Corp CA$52.0M · 0.00%
Allied Telesis, Inc. CA$51.6M · 0.03%
Infinite Electronics, Inc. CA$51.5M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942590264 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.