Plan Ledger DOL Form 5500 · updated monthly

Reiter Affiliated Companies, LLC401(k)

REITER AFFILIATED COMPANIES 401(K) PLAN · OXNARD, CA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Reiter Affiliated Companies, LLC reported $137,472 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,497 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 0.27%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 1,684th-largest of 9,483 plans among California employers on file, and the 88th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.76 for every $1.00 the employer contributed; active participation has shrunk from 4,576 to 656 since 2022.

Plan summary
Net assets, end of year$53,546,684
Participants with balances968
Active participants656
Employer contributions$1,637,717
Employee contributions$2,881,102
Employer contribution per active participant$2,497
Average account balance$55,317
Benefits paid to participants$4,497,348
Plan auditUnmodified (clean) audit opinion
AuditorHOLTHOUSE CARLIN AND VAN TRIGHT LLP
Plan history3
Yearassets · accounts · employer contribution
2024$53.5M · 968 accts · $1.6M emplr
2023$47.8M · 697 accts · $1.7M emplr
2022$41.1M · 699 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$88,183
Investment management$40,699
Audit (IQPA)$8,590
Total administrative$137,472
The Reiter Affiliated Companies, LLC 401(k) match · 2024
Employer contribution per active participant$2,497
Median for plans this size$3,635
2024$2,497 per active participant
2023$363 per active participant
2022$360 per active participant

Reiter Affiliated Companies, LLC's 2024 employer contribution ran below the $3,635 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$88,183
USI ADVISORS INC · Investment advisory (plan)$32,702
HOLTHOUSE CARLIN & VAN TRIGT LLP · Accounting / audit$8,590
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,997

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$137,472 · 0.27%
2023$114,119 · 0.26%
2022$113,803 · 0.26%
Same employer
Similar plansAgriculture, Forestry & Fishing · California
Grimmway Enterprises, Inc. CA$76.0M · 0.44%
J. G. Boswell Company CA$72.9M · 0.23%
Pacific Coast Producers CA$63.1M · 0.09%
The Nunes Company CA$62.2M · 0.14%
Big Creek Lumber Company CA$49.2M · 0.05%
Monrovia Nursery Company CA$45.0M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205559931 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.