Plan Ledger DOL Form 5500 · updated monthly

Tapia Brothers401(k)

TAPIA BROTHERS 401K · MAYWOOD, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Tapia Brothers reported $573 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $881 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 0.03% to 0.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (7,029th of 9,483), and 3,646th of 4,246 in wholesale trade. In 2024, employees put in $1.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,920,360
Participants with balances178
Active participants322
Employer contributions$283,786
Employee contributions$490,325
Employer contribution per active participant$881
Average account balance$27,642
Benefits paid to participants$195,310
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.9M · 178 accts · $284K emplr
2023$4.0M · 167 accts · $285K emplr
2022$3.0M · 152 accts · $261K emplr
The Tapia Brothers 401(k) match · 2024
Employer contribution per active participant$881
Median for plans this size$1,313
2024$881 per active participant
2023$896 per active participant
2022$880 per active participant

Tapia Brothers's 2024 employer contribution ran below the $1,313 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 · 20246
CATALINA CAPITAL GROUP LLC · Investment advisory (plan)$18,247
COMMONWEALTH EQUITY SERVICES LLC · Investment advisory (plan)$3,981
DYATECH · Contract administrator$1,215
EMANUAL AVINA DBA AVINA FINANCIAL$673
EMPOWER ADVISORY GROUP, LLC · Investment management$75

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$573 · 0.01%
2023$381 · 0.01%
2022$778 · 0.03%
Same employer
Similar plansWholesale Trade · California
Yesvideo Com Inc. CA$5.3M · 0.39%
Pilot Inc. CA$5.3M · 0.85%
Uma Enterprises Inc. CA$5.2M · 0.28%
Al Dahra Acx, Inc. CA$5.0M · 0.84%
So. Cal. Sandbags, Inc. CA$4.9M · 0.58%
Cumming Chevrolet CA$4.8M · 1.10%
Snyder-Diamond CA$4.8M · 0.09%
R. W. Zant Company CA$4.7M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953965613 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.