Plan Ledger DOL Form 5500 · updated monthly

Southwest Offset Printing, Inc.401(k)

S.O.P., INC. 401(K) PLAN & TRUST · GARDENA, CA · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Southwest Offset Printing, Inc. reported $48,739 in plan administrative expenses for 2024: 0.53% of average plan assets, below the peer median. Employer contributions averaged $283 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 3 years on file its reported administrative ratio has held roughly steady near 0.53%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (5,541st of 9,483), and 8,935th of 13,661 in manufacturing. In 2024, employees put in $8.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,709,759
Participants with balances242
Active participants246
Employer contributions$69,738
Employee contributions$604,377
Employer contribution per active participant$283
Average account balance$40,123
Benefits paid to participants$686,094
Plan auditUnmodified (clean) audit opinion
AuditorDAVID L. BUCK CPA
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 242 accts · $70K emplr
2023$8.8M · 239 accts
2022$7.3M · 236 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,490
Investment management$42,249
Total administrative$48,739
The Southwest Offset Printing, Inc. 401(k) match · 2024
Employer contribution per active participant$283
Median for plans this size$1,313

Southwest Offset Printing, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ADP, INC. · Loan processing · Recordkeeping$28,725
GLOBAL RETIREMENT PARTNERS · Recordkeeping · Trustee$10,013
WELLTH ADVISORY SERVICES, LLC · Recordkeeping · Trustee$10,000

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

Recordkeeper by year2
2024ADP, GLOBAL RETIREMENT PARTNERS, WELLTH ADVISORY SERVICES, LLC
2023ADP, GLOBAL RETIREMENT PARTNERS

This plan has changed recordkeepers within these filings. If you left Southwest Offset Printing, 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$48,739 · 0.53%
2023$42,609 · 0.53%
2022$40,531 · 0.51%
Similar plansManufacturing · California
Southland Envelope, Inc. CA$9.8M · 0.04%
Eat Just, Inc. CA$9.7M · 0.46%
Giroux Glass, Inc. CA$9.7M · 0.00%
R.A.H. Industries, Inc. CA$9.7M · 1.36%
Brightsign, LLC CA$9.7M · 0.27%
Parpro Technologies, Inc. CA$9.6M · 0.21%
Laird Mfg., LLC CA$9.6M · 0.88%
Prysm Systems, Inc. CA$9.6M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954027869 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.