Plan Ledger DOL Form 5500 · updated monthly

Supherb Farms401(k)

SUPHERB FARMS 401(K) PLAN · TURLOCK, CA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Supherb Farms reported $59,129 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $2,606 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 0.43% to 0.36%. 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 the 3,897th-largest of 9,483 plans among California employers on file, and the 6,327th of 13,661 in manufacturing. In 2024, employees put in $1.85 for every $1.00 the employer contributed; active participation has grown from 175 to 208 since 2022.

Plan summary
Net assets, end of year$18,058,178
Participants with balances244
Active participants208
Employer contributions$541,955
Employee contributions$1,000,596
Employer contribution per active participant$2,606
Average account balance$74,009
Benefits paid to participants$712,074
Plan auditUnmodified (clean) audit opinion
AuditorBARBICH HOOPER KING DILL HOFFMAN
Plan history3
Yearassets · accounts · employer contribution
2024$18.1M · 244 accts · $542K emplr
2023$14.8M · 215 accts · $473K emplr
2022$13.2M · 209 accts · $466K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,037
Investment management$42,977
Audit (IQPA)$9,115
Total administrative$59,129
The Supherb Farms 401(k) match · 2024
Employer contribution per active participant$2,606
Median for plans this size$2,416
2024$2,606 per active participant
2023$2,477 per active participant
2022$2,663 per active participant

Supherb Farms's 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20244
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$7,908
MMA SECURITIES LLC · Investment management$17,360
MMA SECURITIES LLC · Investment management$15,606
BARBICH HOOPER KING DILL HOFF · Accounting / audit$9,115

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

Recordkeeper by year2
2024Charles Schwab
2023Empower

This plan has changed recordkeepers within these filings. If you left Supherb Farms 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$59,129 · 0.36%
2023$39,380 · 0.28%
2022$63,551 · 0.43%
Same employer
Similar plansManufacturing · California
Swarco McCain, Inc. CA$18.2M · 0.44%
Lawrence Equipment, Inc. CA$18.1M · 0.19%
Proterra Powered LLC CA$18.1M · 0.10%
Getac, Inc. CA$18.1M · 0.05%
O'Keeffe's, Inc. CA$18.1M · 0.75%
Pankl Holdings, Inc. CA$18.0M · 0.29%
Sientra, Inc CA$18.0M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943149442 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.