Plan Ledger DOL Form 5500 · updated monthly

Talley Inc.401(k)

TALLEY INC. CASH OR DEFERRED PROFIT SHARING PLAN · SANTA FE SPRINGS, CA · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Talley Inc. reported $158,937 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $1,966 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 0.40%. 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 2,008th-largest of 9,483 plans among California employers on file, and the 3,500th of 13,661 in manufacturing. In 2024, employees put in $2.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$43,019,437
Participants with balances317
Active participants294
Employer contributions$577,917
Employee contributions$1,470,559
Employer contribution per active participant$1,966
Average account balance$135,708
Benefits paid to participants$2,698,127
Plan auditUnmodified (clean) audit opinion
AuditorEGAN & EGAN, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$43.0M · 317 accts · $578K emplr
2023$37.3M · 319 accts · $615K emplr
2022$34.6M · 347 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,822
Investment management$95,115
Total administrative$158,937
The Talley Inc. 401(k) match · 2024
Employer contribution per active participant$1,966
Median for plans this size$2,416
2024$1,966 per active participant
2023$2,063 per active participant
2022$3,322 per active participant

Talley Inc.'s 2024 employer contribution ran below 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 · 20242
JOHN HANCOCK RETIREMENT PLAN SERV · Recordkeeping · Trustee$69,159
WELLS FARGO ADVISORS · Investment advisory (plan)$95,115

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$158,937 · 0.40%
2023$145,992 · 0.41%
2022$146,218 · 0.38%
Same employer
Similar plansManufacturing · California
The New Iem, LLC CA$43.4M · 0.42%
Roederer Estate Inc. CA$43.2M · 0.01%
Nellson Nutraceutical, LLC CA$43.1M · 0.41%
Satco, Inc. CA$43.0M · 0.17%
Sila Nanotechnologies, Inc. CA$42.8M · 0.09%
Bonterra Organic Estates CA$42.8M · 0.12%
Carbon, Inc. CA$42.5M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953872464 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.