Plan Ledger DOL Form 5500 · updated monthly

The Lagunitas Brewing Company401(k)

LAGUNITAS BREWING CO. 401(K) & PROFIT SHARING PLAN · PETALUMA, CA · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

The Lagunitas Brewing Company reported $105,668 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $2,248 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 0.47% to 0.38%. 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 2,812th-largest of 9,483 plans among California employers on file, and the 4,705th of 13,661 in manufacturing. In 2024, employees put in $2.01 for every $1.00 the employer contributed; active participation has shrunk from 422 to 379 since 2022.

Plan summary
Net assets, end of year$28,214,435
Participants with balances496
Active participants379
Employer contributions$852,041
Employee contributions$1,710,988
Employer contribution per active participant$2,248
Average account balance$56,884
Benefits paid to participants$5,620,006
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.2M · 496 accts · $852K emplr
2023$27.4M · 552 accts · $952K emplr
2022$23.4M · 553 accts · $990K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,078
Investment management$41,590
Total administrative$105,668
The The Lagunitas Brewing Company 401(k) match · 2024
Employer contribution per active participant$2,248
Median for plans this size$2,416
2024$2,248 per active participant
2023$2,225 per active participant
2022$2,346 per active participant

The Lagunitas Brewing Company'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
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$41,590

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$105,668 · 0.38%
2023$112,948 · 0.44%
2022$120,667 · 0.47%
Same employer
Similar plansManufacturing · California
Diamond Mfg CA$28.3M · 0.19%
Stats Chippac, Incorporated CA$28.3M · 0.02%
Energy Recovery, Inc. CA$28.2M · 0.46%
Thinkom Solutions, Inc. CA$28.1M · 0.24%
Kyocera Sld Laser, Inc. CA$28.1M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680386005 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.