Plan Ledger DOL Form 5500 · updated monthly

So. Cal. Sandbags, Inc.401(k)

SO. CAL. SANDBAGS, INC. PREVAILING WAGE RETIREMENT PLAN · CORONA, CA · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

So. Cal. Sandbags, Inc. reported $25,316 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. Employer contributions averaged $2,937 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 0.76% to 0.58%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (7,040th of 9,483), and 3,650th of 4,246 in wholesale trade. In 2024, the employer put in $2.25 for every $1.00 employees contributed themselves; active participation has grown from 125 to 145 since 2022.

Plan summary
Net assets, end of year$4,884,978
Participants with balances170
Active participants145
Employer contributions$425,850
Employee contributions$188,899
Employer contribution per active participant$2,937
Average account balance$28,735
Benefits paid to participants$228,512
Plan auditUnmodified (clean) audit opinion
AuditorSWENSON CORPORATION
Plan history3
Yearassets · accounts · employer contribution
2024$4.9M · 170 accts · $426K emplr
2023$3.9M · 134 accts · $495K emplr
2022$2.9M · 186 accts · $468K emplr
The So. Cal. Sandbags, Inc. 401(k) match · 2024
Employer contribution per active participant$2,937
Median for plans this size$1,313
2024$2,937 per active participant
2023$4,263 per active participant
2022$3,745 per active participant

So. Cal. Sandbags, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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 · 20244
ACCELERATE INVESTMENT ADVISORS LLC · Investment advisory (plan)$21,296
EMPOWER ADVISORY GROUP, LLC · Investment management$7,033
ECONOMIC GROUP PENSION SERVICES · Contract administrator$2,139

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$25,316 · 0.58%
2023$21,346 · 0.63%
2022$21,363 · 0.76%
Similar plansWholesale Trade · California
Pilot Inc. CA$5.3M · 0.85%
Uma Enterprises Inc. CA$5.2M · 0.28%
Al Dahra Acx, Inc. CA$5.0M · 0.84%
Tapia Brothers CA$4.9M · 0.01%
Cumming Chevrolet CA$4.8M · 1.10%
Snyder-Diamond CA$4.8M · 0.09%
R. W. Zant Company CA$4.7M · 0.18%
Custom Produce Sales CA$4.7M · 1.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330649970 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.