Plan Ledger DOL Form 5500 · updated monthly

Tarditi, Inc.401(k)

TARDITI, INC. 401(K) PROFIT SHARING PLAN · LODI, CA · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Tarditi, Inc. reported $46,079 in plan administrative expenses for 2024: 0.63% of average plan assets, above the peer median. Employer contributions averaged $3,085 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 0.51% to 0.63%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in California (6,170th of 9,483), and the 1,337th of 2,677 in transportation & warehousing. In 2024, employees put in $1.17 for every $1.00 the employer contributed; active participation has shrunk from 110 to 96 since 2022.

Plan summary
Net assets, end of year$7,547,419
Participants with balances138
Active participants96
Employer contributions$296,141
Employee contributions$347,256
Employer contribution per active participant$3,085
Average account balance$54,691
Benefits paid to participants$600,636
Plan auditUnmodified (clean) audit opinion
AuditorSCHWARTZ GIANNINI LANTSBERGER & ADA
Plan history3
Yearassets · accounts · employer contribution
2024$7.5M · 138 accts · $296K emplr
2023$7.1M · 127 accts · $314K emplr
2022$6.4M · 121 accts · $284K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,304
Investment management$17,775
Audit (IQPA)$9,000
Total administrative$46,079
The Tarditi, Inc. 401(k) match · 2024
Employer contribution per active participant$3,085
Median for plans this size$1,313
2024$3,085 per active participant
2023$3,272 per active participant
2022$2,578 per active participant

Tarditi, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20246
FINDEC BENEFIT SERVICES, INC. · Loan processing · Participant communication$19,304
BFC PLANNING INC · Investment advisory (plan)$11,363
SCHWARTZ GIANNINI LANTSBERGER · Accounting / audit$9,000
FINDEC WEALTH SERVICES, INC. · Investment management$6,412
CHARLES SCHWAB TRUST BANK · Custodial (securities)indirect comp
CHARLES SCHWAB & CO · Securities brokerageindirect comp

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$46,079 · 0.63%
2023$40,795 · 0.61%
2022$32,232 · 0.51%
Same employer
Similar plansTransportation & Warehousing · California
Kw International Inc CA$7.8M · 0.36%
Dirt Cheap, Inc. CA$7.5M · 0.07%
Sun Air Jets, LLC CA$7.5M · 0.29%
Unipac Shipping Inc. CA$7.5M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831247148 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.