Plan Ledger DOL Form 5500 · updated monthly

Saxco International, LLC401(k)

SAXCO INTERNATIONAL, LLC SAVINGS AND INVESTMENT PLAN · FAIRFIELD, CA · plan year 2023

Reported admin expense ratio · 2023
0.18%

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

Saxco International, LLC reported $30,666 in plan administrative expenses for 2023: 0.18% of average plan assets, below the peer median. Employer contributions averaged $1,931 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 0.17% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is the 3,826th-largest of 9,483 plans among California employers on file, and the 2,016th of 4,246 in wholesale trade. In 2023, employees put in $3.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,578,411
Participants with balances221
Active participants200
Employer contributions$386,184
Employee contributions$1,463,993
Employer contribution per active participant$1,931
Average account balance$84,065
Benefits paid to participants$989,342
Plan auditUnmodified (clean) audit opinion
AuditorPRICE KUBECKA
Plan history3
Yearassets · accounts · employer contribution
2024$18.3M · 178 accts · $364K emplr
2023$18.6M · 221 accts · $386K emplr
2022$15.2M · 210 accts · $410K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$30,666
Total administrative$30,666
The Saxco International, LLC 401(k) match · 2023
Employer contribution per active participant$1,931
Median for plans this size$2,440
2024$1,976 per active participant
2023$1,931 per active participant
2022$1,864 per active participant

Saxco International, LLC's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231

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$36,951 · 0.20%
2023$30,666 · 0.18%
2022$26,346 · 0.17%
Same employer
Similar plansWholesale Trade · California
ENI-JR286, Inc. CA$19.0M · 0.68%
Robert Kaufman Co., Inc. CA$18.4M · 0.36%
Ifs Acquisition LLC CA$18.4M · 0.53%
Matagrano, Inc. CA$18.4M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273989735 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.