Plan Ledger DOL Form 5500 · updated monthly

Scelzi Enterprises, Inc.401(k)

SCELZI ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN · FRESNO, CA · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Scelzi Enterprises, Inc. reported $39,045 in plan administrative expenses for 2024: 0.54% of average plan assets, above the peer median. Employer contributions averaged $877 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 0.65% to 0.54%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (6,162nd of 9,483), and 9,880th of 13,661 in manufacturing. In 2024, employees put in $1.61 for every $1.00 the employer contributed; active participation has grown from 383 to 450 since 2022.

Plan summary
Net assets, end of year$7,563,009
Participants with balances161
Active participants450
Employer contributions$394,794
Employee contributions$637,471
Employer contribution per active participant$877
Average account balance$46,975
Benefits paid to participants$892,365
Plan auditUnmodified (clean) audit opinion
AuditorDEDEKIAN, GEORGE, SMALL & MARKARIAN
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 161 accts · $395K emplr
2023$6.8M · 150 accts · $336K emplr
2022$5.3M · 152 accts · $326K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,165
Investment management$26,880
Total administrative$39,045
The Scelzi Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$877
Median for plans this size$1,313
2024$877 per active participant
2023$791 per active participant
2022$851 per active participant

Scelzi Enterprises, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20243
PCS RETIREMENT, LLC · Claims processing · Contract administrator$5,590
REGENCY INVESTMENT ADVISORS · Investment advisory (participants) · Investment advisory (plan)$39,266

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

Recordkeeper by year2
2024PCS Retirement
2023PCS Retirement

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

Administrative cost history3
2024$39,045 · 0.54%
2023$38,220 · 0.63%
2022$36,049 · 0.65%
Same employer
Similar plansManufacturing · California
Epc Power Corp. CA$7.6M · 0.65%
Minerva Surgical Inc CA$7.6M · 0.02%
Sanisure LLC CA$7.6M · 1.04%
Sanisure, LLC CA$7.6M · 1.04%
Etm-Electromatic, Inc. CA$7.6M · 0.12%
Promex Industries, Inc. CA$7.5M · 0.27%
Wawona Frozen Foods CA$7.5M · 0.64%
Glasswerks la Inc. CA$7.4M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770195640 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.