Plan Ledger DOL Form 5500 · updated monthly

Ramona Dairy401(k)

RAMONA DAIRY-401K PLAN · SAN JACINTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.98%

Ramona Dairy reported $2,127 in plan administrative expenses for 2024: 0.98% of average plan assets, above the peer median. 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 1.63% to 0.98%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in California (9,205th of 9,483), and 923rd of 945 in agriculture, forestry & fishing. active participation has shrunk from 244 to 218 since 2022.

Plan summary
Net assets, end of year$272,313
Participants with balances246
Active participants218
Employer contributions—
Employee contributions$107,255
Employer contribution per active participant—
Average account balance$1,107
Benefits paid to participants$16,360
Plan auditUnmodified (clean) audit opinion
AuditorMICHAEL J. CONKEY AND ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$272K · 246 accts
2023$164K · 206 accts
2022$71K · 196 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,127
Total administrative$2,127
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 · 20242
ADP, INC. · Loan processing · Recordkeeping$2,127
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$2,127 · 0.98%
2023$2,968 · 2.52%
2022$1,160 · 1.63%
Similar plansAgriculture, Forestry & Fishing · California
Fiore Management LLC CA$323K · 4.01%
Francis Russell Harris CA$309K · 0.39%
Peters Fruit Farms, Inc. CA$306K · 0.72%
Bak Festivals CA$245K · 12.21%
Rava Ranches, Inc. CA$193K · 1.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823218879 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.