Plan Ledger DOL Form 5500 · updated monthly

Steven Label LLC401(k)

STEVEN LABEL 401K PROFIT SHARING PLAN · SANTA FE SPRINGS, CA · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Steven Label LLC reported $39,176 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $1,060 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 0.04% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (4,961st of 9,483), and 8,014th of 13,661 in manufacturing. In 2024, employees put in $3.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,059,768
Participants with balances237
Active participants204
Employer contributions$216,220
Employee contributions$742,353
Employer contribution per active participant$1,060
Average account balance$50,885
Benefits paid to participants$1,524,118
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.1M · 237 accts · $216K emplr
2023$11.2M · 319 accts · $182K emplr
2022$9.0M · 291 accts · $130K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,553
Investment management$5,623
Total administrative$39,176
The Steven Label LLC 401(k) match · 2024
Employer contribution per active participant$1,060
Median for plans this size$2,416
2024$1,060 per active participant
2023$862 per active participant
2022$677 per active participant

Steven Label 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$33,553
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,623

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$39,176 · 0.34%
2023$4,311 · 0.04%
2022$3,501 · 0.04%
Same employer
Similar plansManufacturing · California
La Tortilla Factory CA$12.2M · 0.04%
The Ergo Baby Carrier, Inc. CA$12.2M · 0.56%
Nalu Medical, Inc. CA$12.1M · 0.25%
Lemo USA, Inc. CA$12.1M · 0.19%
Guayaki CA$12.0M · 0.56%
Galasso's Bakery CA$12.0M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952049735 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.