Plan Ledger DOL Form 5500 · updated monthly

Scufcw Joint Benfit Funds LLC401(k)

SCUFCW JOINT BENEFIT FUNDS 401(K) PLAN · CYPRESS, CA · plan year 2024

Reported admin expense ratio · 2024
0.46%

Scufcw Joint Benfit Funds LLC reported $44,696 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. 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 0.460%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (5,409th of 9,483), and the 2,602nd of 5,215 in retail trade.

Plan summary
Net assets, end of year$10,148,558
Participants with balances134
Active participants174
Employer contributions—
Employee contributions$673,246
Employer contribution per active participant—
Average account balance$75,736
Benefits paid to participants$931,848
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 134 accts
2023$9.3M · 129 accts
2022$8.6M · 133 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,597
Investment management$25,099
Total administrative$44,696
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 · 20242
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$20,745
BFSG LLC · Investment management$23,951

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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Administrative cost history3
2024$44,696 · 0.46%
2023$41,684 · 0.47%
2022$43,059 · 0.46%
Similar plansRetail Trade · California
Qvale Auto Group, Inc. CA$10.2M · 0.53%
Mancini Sleep World, Inc. CA$10.2M · 0.30%
Cranbrook Partner, Inc. CA$10.1M · 0.01%
Sanrio, Inc. CA$10.0M · 0.41%
Los Feliz Ford, Inc. CA$10.0M · 0.02%
Porto's Bakery, Inc. CA$10.0M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 743243950 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.