Plan Ledger DOL Form 5500 · updated monthly

Robertson's Ready Mix, LTD.401(k)

ROBERTSON'S LTD. 401(K) PLAN · CORONA, CA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Robertson's Ready Mix, LTD. reported $348,337 in plan administrative expenses for 2024: 0.30% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,239 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 rose from 0.26% to 0.30%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 863rd-largest of 9,483 plans among California employers on file, and the 1,647th of 13,661 in manufacturing. In 2024, employees put in $1.71 for every $1.00 the employer contributed; active participation has grown from 1,697 to 1,882 since 2022.

Plan summary
Net assets, end of year$121,262,392
Participants with balances1,513
Active participants1,882
Employer contributions$4,213,165
Employee contributions$7,199,429
Employer contribution per active participant$2,239
Average account balance$80,147
Benefits paid to participants$10,748,053
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$121.3M · 1,513 accts · $4.2M emplr
2023$110.5M · 1,525 accts · $4.0M emplr
2022$98.6M · 1,536 accts · $4.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$348,337
Total administrative$348,337
The Robertson's Ready Mix, LTD. 401(k) match · 2024
Employer contribution per active participant$2,239
Median for plans this size$3,635
2024$2,239 per active participant
2023$2,307 per active participant
2022$2,370 per active participant

Robertson's Ready Mix, LTD.'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$348,337
MORGAN STANLEY GLOBAL BANKING OPERA · Investment advisory (plan)indirect comp
ACTUARIAL BENEFITS CORPORATION · Other services · Contract administratorindirect comp
WRIGHT FORD YOUNG · Accounting / auditindirect 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$348,337 · 0.30%
2023$296,765 · 0.28%
2022$275,023 · 0.26%
Same employer
Similar plansManufacturing · California
Quidel Corporation CA$125.9M · 0.07%
Natus Medical Incorporated CA$124.3M · 0.00%
Qsc, LLC CA$119.4M · 0.11%
National Resilience, Inc. CA$118.6M · 0.22%
Gopro, Inc. CA$117.5M · 0.05%
Guess, Inc. CA$116.3M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330491865 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.