Plan Ledger DOL Form 5500 · updated monthly

The Collected Group Company, LLC401(k)

THE COLLECTED GROUP COMPANY, LLC RETIREMENT PLAN · WEST HILLS, CA · plan year 2020

Reported admin expense ratio · 2020
0.02%

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

The Collected Group Company, LLC reported $2,880 in plan administrative expenses for 2020: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $902 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 6 years on file its reported administrative ratio rose from 0.03% to 0.45%. The plan sits in the $10M–$50M size bracket, benchmarked here against 106 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (4,897th of 9,483), and 2,624th of 4,246 in wholesale trade. In 2020, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,397,156
Participants with balances260
Active participants383
Employer contributions$345,428
Employee contributions$579,873
Employer contribution per active participant$902
Average account balance$47,681
Benefits paid to participants$2,297,753
Plan auditDisclaimer of opinion
Plan history8
Yearassets · accounts · employer contribution
2025$0
2024$7.6M · 118 accts
2023$7.2M · 173 accts
2022$6.8M · 140 accts
2021$11.8M · 202 accts · $271K emplr
2020$12.4M · 260 accts · $345K emplr
2019$11.6M · 294 accts · $641K emplr
2018$10.2M · 346 accts · $482K emplr
The The Collected Group Company, LLC 401(k) match · 2020
Employer contribution per active participant$902
Median for plans this size$1,627
2020$902 per active participant
2019$1,484 per active participant
2018$1,347 per active participant

The Collected Group Company, LLC's 2020 employer contribution ran below the $1,627 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 2020 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year3
2025T. Rowe Price
2024T. Rowe Price
2023T. Rowe Price

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Administrative cost history8
2025Not separately reported
2024$33,477 · 0.45%
2023$13,755 · 0.20%
2022$47,490 · 0.51%
2021$55,815 · 0.46%
2020$2,880 · 0.02%
2019$7,100 · 0.07%
2018$2,850 · 0.03%
Similar plansWholesale Trade · California
Align Aerospace LLC CA$12.7M · 0.06%
Swaner Hardwood Co., Inc. CA$12.6M · 0.03%
America Chung Nam, LLC. CA$12.5M · 0.34%
Moc Products Company, Inc. CA$12.5M · 0.61%
Gold Rush Ventures, LLC CA$12.3M · 0.25%
Pacific States Petroleum CA$12.3M · 0.52%
Toms Truck Center, Inc. CA$12.3M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954862188 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.