Plan Ledger DOL Form 5500 · updated monthly

Stan Boyett & Son, Inc.401(k)

STAN BOYETT & SON, INC. PROFIT SHARING 401(K) PLAN · MODESTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Stan Boyett & Son, Inc. reported $36,222 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $4,799 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 0.70% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (5,023rd of 9,483), and 2,704th of 4,246 in wholesale trade. In 2024, employees put in $1.67 for every $1.00 the employer contributed; active participation has shrunk from 138 to 94 since 2022.

Plan summary
Net assets, end of year$11,745,751
Participants with balances192
Active participants94
Employer contributions$451,085
Employee contributions$752,772
Employer contribution per active participant$4,799
Average account balance$61,176
Benefits paid to participants$1,166,932
Plan auditUnmodified (clean) audit opinion
AuditorPRIEST AMISTADI
Plan history3
Yearassets · accounts · employer contribution
2024$11.7M · 192 accts · $451K emplr
2023$10.2M · 183 accts · $395K emplr
2022$9.0M · 252 accts · $378K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,894
Investment management$21,328
Total administrative$36,222
The Stan Boyett & Son, Inc. 401(k) match · 2024
Employer contribution per active participant$4,799
Median for plans this size$2,416
2024$4,799 per active participant
2023$3,952 per active participant
2022$2,742 per active participant

Stan Boyett & Son, 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 · 20241
OLIVEIRA WEALTH, LLC · Investment advisory (participants)$21,328

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$36,222 · 0.33%
2023$98,542 · 1.03%
2022$66,045 · 0.70%
Similar plansWholesale Trade · California
B & B Surplus, Inc. CA$12.3M · 0.59%
Marshall Electronics, Inc. CA$12.2M · 0.38%
Markstein Sales Co. CA$12.1M · 0.44%
Cyberpower Inc. CA$12.0M · 1.28%
Hanwha Q Cells America CA$11.7M · 0.39%
Rancho Foods Inc. CA$11.7M · 0.03%
Test Rite Products Corp. CA$11.4M · 0.60%
Ziphq, Inc. CA$11.3M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942456460 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.