Plan Ledger DOL Form 5500 · updated monthly

Swisstex California, Inc.401(k)

SWISSTEX CALIFORNIA, INC. 401(K) PROFIT SHARING PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.40%

Swisstex California, Inc. reported $27,656 in plan administrative expenses for 2024: 0.40% of average plan assets, below the peer median. 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 0.47% to 0.40%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (6,202nd of 9,483), and 9,930th of 13,661 in manufacturing. active participation has shrunk from 149 to 103 since 2022.

Plan summary
Net assets, end of year$7,444,488
Participants with balances108
Active participants103
Employer contributions—
Employee contributions$343,914
Employer contribution per active participant—
Average account balance$68,930
Benefits paid to participants$488,301
Plan auditDisclaimer of opinion
AuditorTHONG,YU,WONG AND LEE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.4M · 108 accts
2023$6.5M · 112 accts
2022$6.1M · 135 accts
Administrative expenses, itemized · 2024
Investment management$27,656
Total administrative$27,656
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
ASCENSUS LLC · Loan processing · Recordkeeping$14,387
MERRILL LYNCH RETIREMENT & BENEFIT · Investment advisory (plan)$13,193

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$27,656 · 0.40%
2023$30,052 · 0.48%
2022$30,819 · 0.47%
Similar plansManufacturing · California
Promex Industries, Inc. CA$7.5M · 0.27%
Wawona Frozen Foods CA$7.5M · 0.64%
Glasswerks la Inc. CA$7.4M · 0.38%
Nanostone Water, Inc. CA$7.4M · 0.70%
Fmi Aerostructures, LLC CA$7.4M · 0.55%
Korrus Inc CA$7.4M · 0.29%
California Box Company CA$7.4M · 0.34%
All Access Apparel, Inc. CA$7.4M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954561437 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.