Plan Ledger DOL Form 5500 · updated monthly

Rancho West Landscape, Inc.ESOP

RANCHO WEST LANDSCAPE, INC. EMPLOYEE STOCK OWNERSHIP PLAN · MURRIETA, CA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Rancho West Landscape, Inc. reported $12,774 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $15,576 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 0.34% to 0.27%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in California (6,874th of 9,483), and 3,899th of 5,337 in construction.

Plan summary
Net assets, end of year$5,403,040
Participants with balances168
Active participants71
Employer contributions$1,105,884
Employee contributions—
Employer contribution per active participant$15,576
Average account balance$32,161
Benefits paid to participants$25,884
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.4M · 168 accts · $1.1M emplr
2023$4.1M · 158 accts · $581K emplr
2022$2.9M · 164 accts · $75K emplr
Administrative expenses, itemized · 2024
Investment management$12,774
Total administrative$12,774
Employer contributions to the Rancho West Landscape, Inc. plan · 2024
Employer contribution per active participant$15,576
Median for plans this size$1,313
2024$15,576 per active participant
2023$8,413 per active participant
2022$987 per active participant

Rancho West Landscape, Inc.'s 2024 employer contribution ran above the $1,313 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
DAVIES FINANCIAL ADVISORS, INC.$12,774

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$12,774 · 0.27%
2023$9,958 · 0.28%
2022$9,565 · 0.34%
Similar plansConstruction · California
Allied Framers, LLC CA$5.5M · 0.05%
Irish Construction CA$5.5M · 1.46%
A-C Electric Company CA$5.4M · 0.32%
T. McGee Electric, Inc CA$5.3M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330965095 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.