Plan Ledger DOL Form 5500 · updated monthly

Siller Brothers Inc401(k)

SILLER BROTHERS INC 401(K) PROFIT SHARING PLAN & TRUST · YUBA CITY, CA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Siller Brothers Inc reported $34,739 in plan administrative expenses for 2024: 0.35% of average plan assets, below the peer median. Employer contributions averaged $1,889 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 0.46% to 0.35%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in California (5,210th of 9,483), and the 1,099th of 2,677 in transportation & warehousing. In 2024, employees put in $2.48 for every $1.00 the employer contributed; active participation has grown from 214 to 238 since 2022.

Plan summary
Net assets, end of year$10,945,825
Participants with balances182
Active participants238
Employer contributions$449,628
Employee contributions$1,114,353
Employer contribution per active participant$1,889
Average account balance$60,142
Benefits paid to participants$822,145
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.9M · 182 accts · $450K emplr
2023$8.7M · 160 accts · $726K emplr
2022$8.1M · 167 accts · $432K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,893
Investment management$19,986
Trustee / custodial$860
Total administrative$34,739
The Siller Brothers Inc 401(k) match · 2024
Employer contribution per active participant$1,889
Median for plans this size$1,313
2024$1,889 per active participant
2023$3,143 per active participant
2022$2,017 per active participant

Siller Brothers Inc's 2024 employer contribution ran above 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 · 20242
PAYCHEX, INC. · Recordkeeping$13,893
LPL FINANCIAL · Investment advisory (participants)$19,986

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

Recordkeeper by year2
2024Paychex
2023LPL Financial, Paychex

This plan has changed recordkeepers within these filings. If you left Siller Brothers Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$34,739 · 0.35%
2023$30,137 · 0.36%
2022$39,211 · 0.46%
Similar plansTransportation & Warehousing · California
Morrison Express Corp.Usa CA$12.4M · 0.26%
Custom Goods, LLC CA$11.6M · 0.85%
Dc Logistics, LLC CA$11.6M · 1.09%
Singapore Airlines Limited CA$11.2M · 0.45%
Komyo America Co., Inc. CA$10.8M · 0.76%
Meiko America, Inc. CA$10.7M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941451856 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.