Plan Ledger DOL Form 5500 · updated monthly

Straub Distributing Company, LTD.401(k)

STRAUB DISTRIBUTING COMPANY, LTD. PROFIT-SHARING PLAN · ANAHEIM, CA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Straub Distributing Company, LTD. reported $27,686 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.12% to 0.10%. 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 the 2,750th-largest of 9,483 plans among California employers on file, and the 1,400th of 4,246 in wholesale trade. active participation has grown from 193 to 247 since 2022.

Plan summary
Net assets, end of year$28,939,405
Participants with balances292
Active participants247
Employer contributions$0
Employee contributions$865,223
Employer contribution per active participant$0
Average account balance$99,108
Benefits paid to participants$4,273,467
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.9M · 292 accts
2023$27.6M · 252 accts · $200K emplr
2022$25.6M · 246 accts · $147K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,273
Investment management$7,413
Total administrative$27,686
The Straub Distributing Company, LTD. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416
2023$885 per active participant
2022$763 per active participant

Straub Distributing Company, LTD.'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$20,273
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,413

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$27,686 · 0.10%
2023$23,468 · 0.09%
2022$34,688 · 0.12%
Same employer
Similar plansWholesale Trade · California
Birkenstock USA, LP CA$29.7M · 0.25%
Ta Chen International, Inc. CA$29.1M · 0.26%
Beyond Meat, Inc. CA$29.0M · 0.57%
Geary Pacific Corporation CA$28.9M · 0.24%
T.M. Cobb Company CA$28.6M · 0.59%
Samsung Sdi America, Inc. CA$28.1M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953806055 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.