Plan Ledger DOL Form 5500 · updated monthly

South Tahoe Refuse Co., Inc.401(k)

SOUTH TAHOE GROUP PENSION PLAN · SOUTH LAKE TAHOE, CA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

South Tahoe Refuse Co., Inc. reported $65,588 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $6,166 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 rose from 0.23% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 3,288th-largest of 9,483 plans among California employers on file, and the 547th of 2,534 in administrative & support services. In 2024, the employer put in $2.40 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$22,943,505
Participants with balances163
Active participants153
Employer contributions$943,466
Employee contributions$393,796
Employer contribution per active participant$6,166
Average account balance$140,758
Benefits paid to participants$848,544
Plan auditUnmodified (clean) audit opinion
AuditorALBRIGHT & ASSOCIATES, LTD
Plan history3
Yearassets · accounts · employer contribution
2024$22.9M · 163 accts · $943K emplr
2023$20.2M · 160 accts · $858K emplr
2022$17.9M · 155 accts · $830K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,221
Investment management$10,367
Total administrative$65,588
The South Tahoe Refuse Co., Inc. 401(k) match · 2024
Employer contribution per active participant$6,166
Median for plans this size$2,416
2024$6,166 per active participant
2023$5,760 per active participant
2022$5,721 per active participant

South Tahoe Refuse Co., Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
JOHN HANCOCK LIFE INSURANCE CO · Recordkeeping · Investment management$1,112
WELLS FARGO ADVISORS FINANCIAL · Investment advisory (participants)$10,367

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$65,588 · 0.30%
2023$54,461 · 0.29%
2022$45,973 · 0.23%
Same employer
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Amawaterways, LLC CA$22.8M · 0.01%
Uscb, Inc. CA$22.6M · 0.00%
McP Services, Inc. CA$22.1M · 0.37%
Trusted Health, Inc. CA$21.3M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941628580 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.