Plan Ledger DOL Form 5500 · updated monthly

Ta Chen International, Inc.401(k)

TA CHEN INTERNATIONAL, INC. 401(K) PLAN · LONG BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Ta Chen International, Inc. reported $69,319 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $583 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 0.10% to 0.26%. 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 2,736th-largest of 9,483 plans among California employers on file, and the 1,392nd of 4,246 in wholesale trade. In 2024, employees put in $5.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,094,790
Participants with balances519
Active participants644
Employer contributions$375,334
Employee contributions$2,088,577
Employer contribution per active participant$583
Average account balance$56,059
Benefits paid to participants$1,584,540
Plan auditUnmodified (clean) audit opinion
AuditorDAVID L. BUCK, CPA
Plan history3
Yearassets · accounts · employer contribution
2024$29.1M · 519 accts · $375K emplr
2023$24.5M · 521 accts · $331K emplr
2022$20.9M · 506 accts · $333K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,625
Investment management$62,694
Total administrative$69,319
The Ta Chen International, Inc. 401(k) match · 2024
Employer contribution per active participant$583
Median for plans this size$2,416
2024$583 per active participant
2023$494 per active participant
2022$520 per active participant

Ta Chen International, Inc.'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
MORGAN STANLEY · Investment advisory (plan)$62,694
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$6,625

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$69,319 · 0.26%
2023$25,572 · 0.11%
2022$23,185 · 0.10%
Same employer
Similar plansWholesale Trade · California
Noritsu America Corporation CA$30.3M · 0.14%
Birkenstock USA, LP CA$29.7M · 0.25%
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%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954230028 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.