Plan Ledger DOL Form 5500 · updated monthly

Surefire, LLC401(k)

SUREFIRE, LLC 401(K) PLAN · FOUNTAIN VALLEY, CA · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Surefire, LLC reported $80,738 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $435 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 3 years on file its reported administrative ratio has held roughly steady near 0.37%. 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 3,225th-largest of 9,483 plans among California employers on file, and the 5,318th of 13,661 in manufacturing. In 2024, employees put in $11.72 for every $1.00 the employer contributed; active participation has grown from 315 to 375 since 2022.

Plan summary
Net assets, end of year$23,677,940
Participants with balances282
Active participants375
Employer contributions$163,212
Employee contributions$1,912,080
Employer contribution per active participant$435
Average account balance$83,964
Benefits paid to participants$1,468,473
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.7M · 282 accts · $163K emplr
2023$19.8M · 233 accts · $133K emplr
2022$16.0M · 220 accts · $122K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,537
Investment management$55,201
Total administrative$80,738
The Surefire, LLC 401(k) match · 2024
Employer contribution per active participant$435
Median for plans this size$2,416
2024$435 per active participant
2023$428 per active participant
2022$387 per active participant

Surefire, 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
KESTRA INVESTMENT SERVICES LLC · Investment advisory (plan)$55,201
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$25,537

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$80,738 · 0.37%
2023$65,667 · 0.37%
2022$63,516 · 0.36%
Same employer
Similar plansManufacturing · California
Emerald Packaging, Inc. CA$24.0M · 0.35%
Wei-Chuan, U.S.A., Inc. CA$24.0M · 0.97%
Asahi Intecc USA, Inc. CA$24.0M · 0.67%
R & S Erection, Inc. CA$23.7M · 0.06%
Summit Interconnect, Inc. CA$23.7M · 0.11%
Sifive, Inc. CA$23.6M · 0.21%
Labcon, North America CA$23.6M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954837677 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.