Plan Ledger DOL Form 5500 · updated monthly

See's Candies, Inc.401(k)

SEE'S RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

See's Candies, Inc. reported $198,301 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,087 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 0.27% to 0.24%. 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 1,143rd-largest of 9,483 plans among California employers on file, and the 2,129th of 13,661 in manufacturing. In 2024, the employer put in $1.43 for every $1.00 employees contributed themselves; active participation has grown from 1,469 to 1,672 since 2022.

Plan summary
Net assets, end of year$85,957,936
Participants with balances1,611
Active participants1,672
Employer contributions$5,161,623
Employee contributions$3,598,809
Employer contribution per active participant$3,087
Average account balance$53,357
Benefits paid to participants$9,765,298
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$86.0M · 1,611 accts · $5.2M emplr
2023$79.2M · 1,654 accts · $4.8M emplr
2022$67.2M · 1,529 accts · $4.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$198,301
Total administrative$198,301
The See's Candies, Inc. 401(k) match · 2024
Employer contribution per active participant$3,087
Median for plans this size$3,635
2024$3,087 per active participant
2023$3,424 per active participant
2022$2,872 per active participant

See's Candies, Inc.'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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$203,101
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect 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$198,301 · 0.24%
2023$166,689 · 0.23%
2022$192,035 · 0.27%
Same employer
Similar plansManufacturing · California
Mga Entertainment CA$87.6M · 0.22%
Advantech Corporation CA$86.5M · 0.05%
Pmc Global, Inc. CA$85.4M · 0.26%
Sk Hynix America, Inc. CA$83.5M · 0.03%
Duckhorn Wine Company CA$82.5M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 940852350 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.