Plan Ledger DOL Form 5500 · updated monthly

Southern Counties Oil Company, a California Limited Partnership401(k)

SC FUELS 401(K) PLAN · ORANGE, CA · plan year 2022

Reported admin expense ratio · 2022
0.30%

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

Southern Counties Oil Company, a California Limited Partnership reported $182,635 in plan administrative expenses for 2022: 0.30% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,325 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.

The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,616th-largest of 9,483 plans among California employers on file, and the 726th of 4,246 in wholesale trade. In 2022, employees put in $4.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$55,743,301
Participants with balances840
Active participants687
Employer contributions$909,975
Employee contributions$4,050,415
Employer contribution per active participant$1,325
Average account balance$66,361
Benefits paid to participants$6,181,640
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$55.7M · 840 accts · $910K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$182,635
Total administrative$182,635
The Southern Counties Oil Company, a California Limited Partnership 401(k) match · 2022
Employer contribution per active participant$1,325
Median for plans this size$3,449

Southern Counties Oil Company, a California Limited Partnership's 2022 employer contribution ran below the $3,449 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$182,635 · 0.30%
Same employer
Similar plansWholesale Trade · California
Fuerst Group, Inc. CA$63.4M · 0.41%
Xp Power LLC CA$58.1M · 0.22%
Rodan & Fields Beauty, LLC CA$55.1M · 0.28%
Metagenics LLC CA$55.1M · 0.21%
Sunrider International CA$54.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330488996 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.