Plan Ledger DOL Form 5500 · updated monthly

Sperber Landscape Companies, LLC401(k)

SPERBER LANDSCAPE COMPANIES AND SUBSIDIARIES 401(K) PLAN · WESTLAKE VILLAGE, CA · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Sperber Landscape Companies, LLC reported $170,700 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $693 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 0.29% to 0.43%. 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 2,005th-largest of 9,483 plans among California employers on file, and the 339th of 2,534 in administrative & support services. In 2024, employees put in $1.80 for every $1.00 the employer contributed; active participation has shrunk from 3,515 to 3,012 since 2022.

Plan summary
Net assets, end of year$43,086,050
Participants with balances905
Active participants3,012
Employer contributions$2,086,103
Employee contributions$3,751,827
Employer contribution per active participant$693
Average account balance$47,609
Benefits paid to participants$6,035,043
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$43.1M · 905 accts · $2.1M emplr
2023$37.0M · 841 accts · $1.9M emplr
2022$31.3M · 747 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$71,776
Investment management$98,924
Total administrative$170,700
The Sperber Landscape Companies, LLC 401(k) match · 2024
Employer contribution per active participant$693
Median for plans this size$2,416
2024$693 per active participant
2023$588 per active participant
2022$437 per active participant

Sperber Landscape Companies, LLC's 2024 employer contribution ran below the $2,416 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
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$71,862
COTA STREET INVESTMENT MANAGEMENT · Investment management$27,062

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$170,700 · 0.43%
2023$141,725 · 0.41%
2022$88,055 · 0.29%
Same employer
Similar plansAdministrative & Support Services · California
E.J.Harrison & Sons, Inc. CA$45.8M · 0.35%
Chipton-Ross, Inc. CA$44.4M · 0.31%
Backroads, Inc. CA$44.1M · 0.02%
Travel Store, Inc. CA$43.0M · 0.00%
Kimstaffhr, Inc CA$42.8M · 0.57%
Accurate Background, LLC CA$42.4M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 824405778 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.